JERICHO FINANCIAL, LLP SCHW — SCHWAB CHARLES CORP

Ownership history in JERICHO FINANCIAL, LLP  ·  6 quarters on record

AI Ownership Summary

JERICHO FINANCIAL, LLP reported SCHWAB CHARLES CORP (SCHW) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.57% in 2025 Q1. The latest visible filing shows SCHW at 0.36% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SCHW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JERICHO FINANCIAL, LLP's position in SCHWAB CHARLES CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SCHW was reported at 0.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.57% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SCHW stock page JERICHO FINANCIAL, LLP fund profile JERICHO FINANCIAL, LLP full holdings
How JERICHO FINANCIAL, LLP held SCHW — position size vs. price
% of Fund (quarterly)    SCHW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 6,072 -686 -10.2% 0.36% $571K 2026-04-29 $91.16
2025 Q4 REDUCED 17.2% -5.6% ✅ 6,758 -1,403 -17.2% 0.41% $675K 2026-01-21 $101.45
2025 Q3 REDUCED 8.1% +6.4% ❌ 8,161 -718 -8.1% 0.47% $779K 2025-10-29 $94.02
2025 Q2 REDUCED 11.6% +6.5% ❌ 8,879 -1,161 -11.6% 0.53% $810K 2025-08-01 $94.67
2025 Q1 REDUCED — — — 10,040 -508 -4.8% 0.57% $786K 2025-04-22 $75.65
2024 Q4 INITIATED — — — 10,548 — — 0.57% $781K 2025-01-27 $81.26

🏢 Other funds also holding SCHW

As of 2026 Q1 — sorted by position size

Crown Oak Advisors, LLC 21.67% Courant Investment Management LLC 3Y 7Y 16.84% PROVIDENT TRUST CO 3Y 7Y 7.28% CALEDONIA INVESTMENTS PLC 3Y 7Y 6.71% Pacific Capital Partners Ltd 6.22% FLOSSBACH VON STORCH SE 3Y 7Y 4.68% Salvus Wealth Management, LLC 3Y 3.92% Intrinsic Value Partners, LLC 3Y 3.79% Barnes Dennig Private Wealth Management LLC 3.75% DUDLEY & SHANLEY, INC. 3Y 7Y 3.7%

FAQ About JERICHO FINANCIAL, LLP and SCHW

These are the practical questions this page is built to answer before you even open the full history table.

How long has JERICHO FINANCIAL, LLP reported owning SCHW?

JERICHO FINANCIAL, LLP reported SCHW across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported SCHW position in JERICHO FINANCIAL, LLP's portfolio?

The largest reported portfolio weight for SCHW was 0.57% in 2025 Q1.

What is the latest reported SCHW position on this page?

The most recent filing on this page is 2026 Q1, when JERICHO FINANCIAL, LLP reported 6,072 shares, equal to 0.36% of portfolio, with an estimated market value of $571K.

What does the chart on this SCHW ownership page compare?

The chart compares JERICHO FINANCIAL, LLP's quarterly SCHW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did JERICHO FINANCIAL, LLP time their SCHW position?

Based on 13F filing dates vs. subsequent SCHW price moves, JERICHO FINANCIAL, LLP correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on SCHW relative to SPY over the holding period was -5.5%.

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