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Charles Schwab Corporation shares owned by Jupiter Topco

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Jupiter Topco from 13F filings

Historical chart of Jupiter Topco investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Jupiter Topco consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Jupiter Topco

Quarter filed Position value Share count Share price at filing
2026-06-30 $195M 2.1M 92.21

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Top funds holding Charles Schwab Corporation

BlackRock
Vanguard Capital Management
Dodge & Cox
State Street Corporation
Larry Mathis Financial Planning
Jpmorgan Chase & Co
T. Rowe Price Associates
Geode Capital Management
FMR
Franklin Resources
Vanguard Portfolio Management
PRIMECAP Management Company
Harris Associates L.P
Morgan Stanley
Fisher Investments

View all funds holding Charles Schwab Corporation