Jessup Wealth Management, Inc / SCHW
Jessup Wealth Management, Inc’s Schwab Charles Corp Position
Does Jessup Wealth Management, Inc own Schwab Charles Corp (SCHW)? Not currently — the last reported position was 53.6K shares worth $4M in Q4 2022; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$4M
Q4 2022
Shares
53.6K
% of Portfolio
+2.83%
Quarters Held
1
position exited
Position History SCHW
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2022 | 53.6K | $4M | +2.83% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Jessup Wealth Management, Inc’s full portfolio or all institutional holders of SCHW.