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Charles Schwab Corporation shares owned by Joseph Group Capital Management

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

Historical chart of Joseph Group Capital Management investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Joseph Group 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 Joseph Group Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $15k 145 99.91

More positions owned by Joseph Group Capital Management

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Tips Etf (SCHP)
Financial Invs Tr Corecommodity Na (CCNR)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Wisdomtree Tr Glb High Div Fd (DEW)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF)
Lam Research Corporation
Parker-Hannifin Corporation (PH)
Alphabet Cap Stk Cl A (GOOGL)
Visa Com Cl A (V)
Apple (AAPL)

View all positions for Joseph Group Capital Management

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