J. Team Financial »

Charles Schwab Corporation shares owned by J. Team Financial

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by J. Team Financial from 13F filings

Historical chart of J. Team Financial investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by J. Team Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Charles Schwab Corporation by J. Team Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $729k 7.3k 99.90
2025-09-30 $526k 5.5k 95.47

More positions owned by J. Team Financial

Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
NVIDIA Corporation (NVDA)
Angel Oak Funds Trust Oak Ultrashort (UYLD)
American Centy Etf Tr Us Eqt Etf (AVUS)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr State Street Rea (XLRE)
Select Sector Spdr Tr State Street Hea (XLV)
ConocoPhillips (COP)
Global X Fds Nasdaq 100 Cover (QYLD)
Global X Fds S&p 500 Covered (XYLD)
Deere & Company (DE)

View all positions for J. Team Financial

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