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Charles Schwab Corporation shares owned by WT Wealth Management

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

Historical chart of WT Wealth Management investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by WT Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.7M 18k 93.98
2023-09-30 $1.3M 25k 54.90
2023-06-30 $3.0M 53k 56.68
2023-03-31 $939k 18k 52.38

More positions owned by WT Wealth Management

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Wisdomtree Tr Floatng Rat Trea (USFR)
NVIDIA Corporation (NVDA)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Alphabet Cap Stk Cl C (GOOG)
Vaneck Etf Trust Semiconductr Etf (SMH)
Amazon (AMZN)
Ishares Tr Ultra Short Dur (ICSH)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple (AAPL)
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)
Harbor Etf Trust Ares Systematic (SIHY)
Tidal Trust Iii Vistashares Elec (POW)

View all positions for WT Wealth Management

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Vanguard Capital Management
Dodge & Cox
State Street Corporation
Geode Capital Management
FMR
Franklin Resources
Vanguard Portfolio Management
PRIMECAP Management Company
Fisher Investments
Morgan Stanley
Harris Associates L.P
Artisan Partners Limited Partnership
Invesco

View all funds holding Charles Schwab Corporation