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Charles Schwab Corporation shares owned by Triumph Capital Management

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

Historical chart of Triumph Capital Management investment in Charles Schwab Corporation

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $221k 3.0k 72.37
2023-12-31 $241k 3.5k 68.80
2023-09-30 $320k 5.8k 54.90
2023-06-30 $760k 13k 56.68

More positions owned by Triumph Capital Management

First Trust Enhanced Short Maturity Etf Etf (FTSM)
Jpmorgan Ultra-short Income Etf Ultra Short Income Fund Etf (JPST)
First Trust Tcw Opportunistic Fixed Income Etf Etf (FIXD)
First Trust Preferred Securities & Income Etf Etf (FPE)
First Trust Large Cap Core Alphadex Fund Etf (FEX)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Russell 2000 Etf Etf (IWM)
First Trust Rising Dividend Achievers Etf Etf (RDVY)
Ishares Russell Midcap Etf Etf (IWR)
Vanguard Total International Bond Etf Etf (BNDX)
First Trust Capital Strength Etf Etf (FTCS)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Core S&p 500 Etf Etf (IVV)
Invesco Senior Loan Etf Etf (BKLN)

View all positions for Triumph Capital Management

Top funds holding Charles Schwab Corporation

Toronto-Dominion Bank
Vanguard Group
BlackRock
Dodge & Cox
T. Rowe Price Associates
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Massachusetts Financial Services
Harris Associates L.P
Franklin Resources
Bank of America Corporation
Fisher Investments
Artisan Partners Limited Partnership
Alliancebernstein

View all funds holding Charles Schwab Corporation