3IP
SCHW

3Chopt Investment Partners’s Charles Schwab SCHW Stock Holding History

3Chopt Investment Partners’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.3M Sell
24,941
-292
-1% -$26.6K 0.43% 49
2026
Q1 		$2.37M Buy
25,233
+1,347
+6% +$132K 0.54% 47
2025
Q4 		$2.39M Buy
23,886
+853
+4% +$80.9K 0.53% 46
2025
Q3 		$2.2M Buy
23,033
+208
+0.9% +$19.7K 0.5% 48
2025
Q2 		$2.08M Sell
22,825
-1,327
-5% -$111K 0.5% 51
2025
Q1 		$1.89M Sell
24,152
-2,920
-11% -$229K 0.5% 54
2024
Q4 		$2M Sell
27,072
-2,370
-8% -$177K 0.69% 42
2024
Q3 		$1.91M Sell
29,442
-3,369
-10% -$221K 0.68% 45
2024
Q2 		$2.42M Sell
32,811
-440
-1% -$32.5K 0.74% 36
2024
Q1 		$2.41M Sell
33,251
-586
-2% -$38.6K 0.99% 36
2023
Q4 		$2.33M Sell
33,837
-3,667
-10% -$212K 0.86% 33
2023
Q3 		$2.06M Sell
37,504
-442
-1% -$26.7K 1.22% 32
2023
Q2 		$2.15M Buy
37,946
+2,573
+7% +$135K 1.08% 30
2023
Q1 		$1.85M Buy
35,373
+3,240
+10% +$237K 0.99% 35
2022
Q4 		$2.68M Buy
+32,133
New +$2.49M 1.46% 17

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

3Chopt Investment Partners's SCHW Position: Q2 2026 in Review

3Chopt Investment Partners reduced its Charles Schwab (SCHW) stake by 1.2% in Q2 2026, selling an estimated $26.6K and leaving 24,941 shares worth $2.3M. The position accounts for 0.43% of the portfolio, ranked #49.

3Chopt Investment Partners first reported a position in SCHW in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.68M in Q4 2022. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • 3Chopt Investment Partners held 24,941 shares of Charles Schwab worth $2.3M as of Q2 2026.
  • 3Chopt Investment Partners sold 292 Charles Schwab shares in Q2 2026, an estimated $26.6K.
  • Charles Schwab made up 0.43% of 3Chopt Investment Partners's portfolio in Q2 2026, its #49 holding.
  • 3Chopt Investment Partners first reported a position in Charles Schwab in Q4 2022 and has held it in 15 quarters since.
  • 3Chopt Investment Partners's Charles Schwab position peaked at $2.68M in Q4 2022.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.