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Capital One Financial shares owned by Schrum Private Wealth Management

Quarter-by-quarter ownership of Capital One Financial (COF) shares owned by Schrum Private Wealth Management from 13F filings

Historical chart of Schrum Private Wealth Management investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

All positions including Capital One Financial held by Schrum Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital One Financial by Schrum Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $495k 2.0k 242.36
2025-09-30 $434k 2.0k 212.58
2025-06-30 $521k 2.5k 212.76

More positions owned by Schrum Private Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust State Street Spd (SPYM)
First Tr Exchange Traded Tech Alphadex (FXL)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p Ttl Stk (ITOT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Ishares Tr Core S&p500 Etf (IVV)
Abbvie (ABBV)
Visa Com Cl A (V)
Vanguard World Inf Tech Etf (VGT)
First Tr Exchange Traded Indls Prod Dur (FXR)

View all positions for Schrum Private Wealth Management

Top funds holding Capital One Financial

Vanguard Group
BlackRock
State Street Corporation
Capital World Investors
Jpmorgan Chase & Co
FMR
Geode Capital Management
Franklin Resources
Harris Associates L.P
Dodge & Cox
Norges Bank Investment Management
Davis Selected Advisers
Goldman Sachs Group
Reed Conner & Birdwell
Berkshire Hathaway

View all funds holding Capital One Financial