Charter Capital Management, Llc\De Incresed Positions in Q3 2025

Charter Capital Management, Llc\De

  • $185 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.95K
+ 0.81%
$62.09 - $66.51 $431K - $462K
867K $56.6B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
8.04K
+ 4.35%
$132.9 - $142.03 $1.07M - $1.14M
193K $27.2B
PRF
Invesco Exchange Traded Fd Tr

ETFs
14.1K
+ 2.52%
$42.04 - $45.23 $594K - $639K
574K $26B
DFAI
Dimensional ETF Tr

ETFs
14.7K
+ 4.02%
$34.05 - $36.55 $502K - $539K
382K $13.9B
CGGR
Capital Group Growth ETF Shs C

ETFs
8.47K
+ 5.55%
$40.2 - $44.58 $340K - $377K
161K $7.08B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
737
+ 10.73%
$567.77 - $614.76 $418K - $453K
7.6K $4.66B
FDRR
Fidelity Covington Tr Divid Et

ETFs
2.03K
+ 1.53%
$54.44 - $58.63 $111K - $119K
135K $7.9B
GOOGL
Alphabet Inc.

Communication Services
22
+ 0.31%
$174.36 - $254.72 $3.84K - $5.6K
7.09K $1.72B
GOOG
Alphabet Inc.

Communication Services
274
+ 4.98%
$175.16 - $255.24 $48K - $69.9K
5.78K $1.41B
CGXU
Capital Group Intl Focus Equit

ETFs
5.1K
+ 8.05%
$26.49 - $29.62 $135K - $151K
68.5K $2.03B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.89K
+ 5.42%
$97.75 - $100.75 $185K - $190K
36.8K $3.69B
AAPL
Apple Inc.

Technology
171
+ 5.69%
$202.38 - $256.87 $34.6K - $43.9K
3.18K $809M
VIG
Vanguard Dividend Appreciation

ETFs
97
+ 0.8%
N/A
12.3K $2.65B
AMD
Advanced Micro Devices Inc

Technology
390
+ 19.14%
$134.8 - $184.42 $52.6K - $71.9K
2.43K $393M
TIP
Ishares Tr Tips Bd ETF

ETFs
834
+ 18.36%
$109.11 - $111.88 $91K - $93.3K
5.38K $598M
JPM
Jpmorgan Chase & CO

Financial Services
32
+ 0.95%
$282.78 - $316.06 $9.05K - $10.1K
3.4K $1.07B
MSFT
Microsoft Corp

Technology
81
+ 4.55%
$491.09 - $535.64 $39.8K - $43.4K
1.86K $963M
NEE
Nextera Energy Inc

Utilities
1
+ 0.01%
$69.77 - $77.54 $69.8 - $77.5
8.93K $674M
WFC
Wells Fargo & Company

Financial Services
147
+ 2.69%
$77.05 - $85.16 $11.3K - $12.5K
5.62K $471M
META
Meta Platforms, Inc.

Communication Services
44
+ 6.1%
$695.21 - $791.73 $30.6K - $34.8K
765 $562M
AMZN
Amazon Com Inc

Consumer Cyclical
69
+ 2.8%
$211.65 - $238.24 $14.6K - $16.4K
2.53K $555M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
20
+ 0.61%
$64.58 - $69.94 $1.29K - $1.4K
3.3K $229M
MUB
Ishares National Muni Bond ETF

ETFs
23
+ 0.78%
$103.24 - $106.68 $2.37K - $2.45K
2.96K $315M
UPS
United Parcel Service Inc

Industrials
92
+ 1.13%
$82.58 - $105.54 $7.6K - $9.71K
8.23K $688M
Activity Summary
Buys All Purchases 28 New Holdings 3 Increased Positions 25 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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