APM
SCHW

Advanced Portfolio Management’s Charles Schwab SCHW Stock Holding History

Advanced Portfolio Management’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
2025
Q4 		$480K Buy
+4,805
New +$456K 1.47% 23

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Advanced Portfolio Management's SCHW Position: Q4 2025 in Review

Advanced Portfolio Management opened a new position in Charles Schwab (SCHW) in Q4 2025: 4,805 shares worth $480K. The stake represents 1.47% of the portfolio and ranks #23 among its holdings.

2,316 funds tracked by Wall St. Rank hold SCHW as of Q4 2025.

  • Advanced Portfolio Management held 4,805 shares of Charles Schwab worth $480K as of Q4 2025.
  • Charles Schwab was a new Advanced Portfolio Management position in Q4 2025.
  • Charles Schwab made up 1.47% of Advanced Portfolio Management's portfolio in Q4 2025, its #23 holding.
  • 2,316 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2025.

Based on Advanced Portfolio Management's 13F filing for Q4 2025, filed 17 Feb 2026.