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Charles Schwab Corporation shares owned by Wrapmanager

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Wrapmanager from 13F filings

Historical chart of Wrapmanager investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Wrapmanager consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Wrapmanager

Quarter filed Position value Share count Share price at filing
2025-09-30 $446k 4.7k 95.47
2025-06-30 $510k 5.6k 91.24
2018-09-30 $206k 4.2k 49.04

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Ishares Tr Core Us Aggbd Et (AGG)
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Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Portfolio S&p400 (SPMD)
Apple (AAPL)
Spdr Series Trust Portfolio Short (SPSB)
Spdr Series Trust Portfolio S&p600 (SPSM)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Amazon (AMZN)
Vaneck Etf Trust Fallen Angel Hg (ANGL)

View all positions for Wrapmanager

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Dodge & Cox
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
FMR
Franklin Resources
Morgan Stanley
Fisher Investments
Harris Associates L.P
PRIMECAP Management Company
Artisan Partners Limited Partnership
Massachusetts Financial Services
Northern Trust

View all funds holding Charles Schwab Corporation