Joseph Group Capital Management

Position in SCHW — Schwab Charles Corp

CIK 1910383 COLUMBUS, OH

Position in SCHW

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$24,636

-$3,276 QoQ

Shares Held

267

-10.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,146

of 2,304 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Joseph Group Capital Management holds $234,910 across 5 Capital Markets names. SCHW ranks #4 (10.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	98	$99,114
2	MS	Morgan Stanley	369	$77,135
3	HOOD	Robinhood Markets, Inc.	269	$26,975
4	SCHW	Schwab Charles Corp This page	267	$24,636
5	IBKR	Interactive Brokers Group, Inc.	81	$7,050

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,636	267	-10.1%	Shares	Sole	2026-08-06
2026-03-31	$27,912	297	+104.8%	Shares	Sole	2026-05-08
2025-12-31	$14,486	145	—	Shares	Sole	2026-01-30
No filing history on record for this holder in this stock.