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Charles Schwab Corporation shares owned by Cardinal Point Capital Management, ULC

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

Historical chart of Cardinal Point Capital Management, ULC investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Cardinal Point Capital Management, ULC

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.2M 52k 99.91

More positions owned by Cardinal Point Capital Management, ULC

Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr U S Equity Factr (LRGF)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr National Mun Etf (MUB)
Rbc Cad (RY)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Alphabet Cap Stk Cl C (GOOG)
Pimco Etf Tr Multisector Bd (PYLD)
Toronto Dominion Bk Ont Com New (TD)
Pimco Etf Tr Muni Income Opp (MINO)

View all positions for Cardinal Point Capital Management, ULC

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Dodge & Cox
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
FMR
Franklin Resources
PRIMECAP Management Company
Harris Associates L.P
Fisher Investments
Norges Bank Investment Management
Artisan Partners Limited Partnership
Northern Trust
Invesco

View all funds holding Charles Schwab Corporation