7WCP
SCHW

71 West Capital Partners’s Charles Schwab SCHW Stock Holding History

71 West Capital 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 		$1.1M Buy
11,902
+2,742
+30% +$250K 0.04% 130
2026
Q1 		$861K Buy
9,160
+2,838
+45% +$278K 0.04% 108
2025
Q4 		$632K Buy
+6,322
New +$600K 0.03% 117

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 $3.38T AUM 44.17% 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

71 West Capital Partners's SCHW Position: Q2 2026 in Review

71 West Capital Partners increased its Charles Schwab (SCHW) stake by 30% in Q2 2026, buying an estimated $250K and bringing the position to 11,902 shares worth $1.1M. The position accounts for 0.04% of the portfolio, ranked #130.

71 West Capital Partners first reported a position in SCHW in Q4 2025 and has held it in 3 quarters since. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • 71 West Capital Partners held 11,902 shares of Charles Schwab worth $1.1M as of Q2 2026.
  • 71 West Capital Partners bought 2,742 Charles Schwab shares in Q2 2026, an estimated $250K.
  • Charles Schwab made up 0.04% of 71 West Capital Partners's portfolio in Q2 2026, its #130 holding.
  • 71 West Capital Partners first reported a position in Charles Schwab in Q4 2025 and has held it in 3 quarters since.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on 71 West Capital Partners's 13F filing for Q2 2026, filed 4 Aug 2026.