Aljian Capital Management’s Charles Schwab SCHW Stock Holding History

Aljian Capital 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
2026 Q1	$460K	Buy	4,900 +7	+0.1%	+$687	0.09%	93
2025 Q4	$489K	Buy	4,893 +5	+0.1%	+$474	0.1%	81
2025 Q3	$467K	Buy	4,888 +5	+0.1%	+$475	0.09%	91
2025 Q2	$446K	Buy	4,883 +5	+0.1%	+$419	0.1%	88
2025 Q1	$382K	Buy	4,878 +7	+0.1%	+$549	0.09%	95
2024 Q4	$361K	Buy	4,871 +5	+0.1%	+$374	0.08%	94
2024 Q3	$315K	Buy	+4,866	New	+$320K	0.07%	100

Other funds holding SCHW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Aljian Capital Management's SCHW Position: Q1 2026 in Review

Aljian Capital Management increased its Charles Schwab (SCHW) stake by 0.14% in Q1 2026, buying an estimated $687 and bringing the position to 4,900 shares worth $460K. The position accounts for 0.09% of the portfolio, ranked #93.

Aljian Capital Management first reported a position in SCHW in Q3 2024 and has held it in 7 quarters since. The position peaked at $489K in Q4 2025. 2,321 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Aljian Capital Management held 4,900 shares of Charles Schwab worth $460K as of Q1 2026.
Aljian Capital Management bought 7 Charles Schwab shares in Q1 2026, an estimated $687.
Charles Schwab made up 0.09% of Aljian Capital Management's portfolio in Q1 2026, its #93 holding.
Aljian Capital Management first reported a position in Charles Schwab in Q3 2024 and has held it in 7 quarters since.
Aljian Capital Management's Charles Schwab position peaked at $489K in Q4 2025.
2,321 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Aljian Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.