SCHW — SCHWAB CHARLES CORP COM

Ownership history in Global Wealth Strategies & Associates  ·  5 quarters on record

This page tracks every 13F SEC filing in which Global Wealth Strategies & Associates reported a position in SCHWAB CHARLES CORP COM (SCHW). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 83 — 0% 0.00% $8K $94.88
2025 Q2 UNCHANGED 83 — 0% 0.00% $8K $90.42
2025 Q1 UNCHANGED 83 — 0% 0.00% $6K $77.33
2024 Q4 UNCHANGED 83 — 0% 0.00% $6K $72.87
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCHW price (monthly, adj. close)

Other funds also holding SCHW

As of 2025 Q4 — sorted by position size

RPTC Inc. 3Y 7Y 59.08% Crown Oak Advisors, LLC 21.78% Mount Capital Ltd 3Y 21.17% Courant Investment Management LLC 3Y 7Y 16.58% Avantyr Capital Partners, LP 10.63% North Peak Capital Management, LLC 3Y 7Y 10.48% TIMUCUAN ASSET MANAGEMENT INC/FL 3Y 7Y 9.81% PARK PRESIDIO CAPITAL LLC 3Y 7Y 8.89% Ruane, Cunniff & Goldfarb L.P. 3Y 7Y 8.73% Lakehouse Capital Pty Ltd 3Y 8.06%
← Back to Global Wealth Strategies & Associates Holdings