1248 Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHW
1248 Management's SCHW Position: Q2 2026 in Review
1248 Management increased its Charles Schwab (SCHW) stake by 0.26% in Q2 2026, buying an estimated $34.7K and bringing the position to 146,646 shares worth $13.5M. The position accounts for 5.29% of the portfolio, ranked #5.
1248 Management first reported a position in SCHW in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.7M in Q1 2026. 2,314 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.
- 1248 Management held 146,646 shares of Charles Schwab worth $13.5M as of Q2 2026.
- 1248 Management bought 380 Charles Schwab shares in Q2 2026, an estimated $34.7K.
- Charles Schwab made up 5.29% of 1248 Management's portfolio in Q2 2026, its #5 holding.
- 1248 Management first reported a position in Charles Schwab in Q4 2024 and has held it in 7 quarters since.
- 1248 Management's Charles Schwab position peaked at $13.7M in Q1 2026.
- 2,314 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.
Based on 1248 Management's 13F filing for Q2 2026, filed 13 Aug 2026.