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Charles Schwab Corporation shares owned by MJT & Associates Financial Advisory Group

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by MJT & Associates Financial Advisory Group from 13F filings

Historical chart of MJT & Associates Financial Advisory Group investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by MJT & Associates Financial Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by MJT & Associates Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.6k 27 95.48
2025-06-30 $2.5k 27 91.26
2025-03-31 $2.1k 27 78.30

More positions owned by MJT & Associates Financial Advisory Group

Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Ishares S&p 500 Growth Etf Etf (IVW)
Schwab Us Dividend Equity Etf Etf (SCHD)
Ishares 0-5 Year Tips Bond Etf Etf (STIP)
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Ultra Short Duration Bond Active Etf Etf (ICSH)
Vanguard Mid-cap Growth Etf Etf (VOT)
Vanguard Mid-cap Value Etf Etf (VOE)
Ishares S&p 500 Value Etf Etf (IVE)
Vanguard Small Cap Value Etf Etf (VBR)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Nvidia Corporation Stock (NVDA)

View all positions for MJT & Associates Financial Advisory Group

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