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Charles Schwab Corporation shares owned by Kathmere Capital Management

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

Historical chart of Kathmere Capital Management investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Kathmere 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 Kathmere Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $677k 7.1k 95.47
2025-06-30 $561k 6.2k 91.24
2025-03-31 $281k 3.6k 78.28
2024-12-31 $258k 3.5k 74.01
2024-06-30 $209k 2.8k 73.69

More positions owned by Kathmere Capital Management

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Value (VLUE)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibds Dec28 Etf (IBDT)
Apple (AAPL)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ea Series Trust Alpha Arch 1-3 (BOXX)

View all positions for Kathmere 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
Morgan Stanley
Fisher Investments
Harris Associates L.P
PRIMECAP Management Company
Artisan Partners Limited Partnership
Massachusetts Financial Services
Northern Trust

View all funds holding Charles Schwab Corporation