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Charles Schwab Corporation shares owned by Blue Edge Capital

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

Historical chart of Blue Edge Capital investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Blue Edge Capital

Quarter filed Position value Share count Share price at filing
2026-03-31 $207k 2.2k 93.98
2018-09-30 $588k 12k 49.15
2018-06-30 $585k 12k 51.10

More positions owned by Blue Edge Capital

Vanguard Growth ETF (VUG)
Vanguard Value ETF (VTV)
Ishares Tr core msci euro (IEUR)
Vanguard Mega Cap 300 Growth Index ETF (MGK)
iShares S&P 500 Growth Index (IVW)
iShares Lehman 7-10 Yr Treas. Bond (IEF)
Spdr S&p 500 Etf (SPY)
Vanguard Mega Cap 300 Value Index ETF (MGV)
iShares Barclays Credit Bond Fund (USIG)
Janus Detroit Str Tr fund (JMBS)
Apple (AAPL)
iShares S&P 500 Value Index (IVE)
Vanguard Pacific ETF (VPL)
Ishares Tr etf msci usa (ESGU)
Vanguard Emerging Markets ETF (VWO)

View all positions for Blue Edge Capital

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