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Charles Schwab Corporation shares owned by BCJ Capital Management

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

Historical chart of BCJ Capital Management investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by BCJ Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $215k 3.1k 68.80
2023-06-30 $205k 3.6k 56.68

More positions owned by BCJ Capital Management

Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Core S&p500 Etf (IVV)
Simplify Exchange Traded Fun Short Term Trea (TUA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Total Usd (IUSB)
Select Sector Spdr Tr Communication (XLC)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Jpmorgan Usd Emg (EMB)

View all positions for BCJ Capital Management

Top funds holding Charles Schwab Corporation

Vanguard Group
Dodge & Cox
T. Rowe Price Associates
Jpmorgan Chase & Co
Massachusetts Financial Services
Harris Associates L.P
Alliancebernstein
Fisher Investments
Flossbach Von Storch
Bank of America Corporation
Norges Bank Investment Management
Citadel Advisors
Wellington Management Company
Bank of New York Mellon
Legal & General Group

View all funds holding Charles Schwab Corporation