AF
SCHW

Ally Financial’s Charles Schwab SCHW Stock Holding History

Ally Financial’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 		$3.23M Buy
35,000
+19,000
+119% +$1.73M 0.42% 62
2026
Q1 		$1.5M Buy
+16,000
New +$1.57M 0.19% 94
2025
Q2 		– Sell
-27,000
Closed -$2.11M – 119
2025
Q1 		$2.11M Buy
+27,000
New +$2.12M 0.24% 72
2024
Q4 		– Sell
-24,000
Closed -$1.56M – 122
2024
Q3 		$1.56M Buy
+24,000
New +$1.58M 0.19% 80
2024
Q2 		– Sell
-15,000
Closed -$1.09M – 129
2024
Q1 		$1.09M Buy
+15,000
New +$988K 0.15% 96

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

Ally Financial's SCHW Position: Q2 2026 in Review

Ally Financial increased its Charles Schwab (SCHW) stake by 119% in Q2 2026, buying an estimated $1.73M and bringing the position to 35,000 shares worth $3.23M. The position accounts for 0.42% of the portfolio, ranked #62.

Ally Financial first reported a position in SCHW in Q1 2024 and has held it in 5 quarters since. 2,307 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Ally Financial held 35,000 shares of Charles Schwab worth $3.23M as of Q2 2026.
  • Ally Financial bought 19,000 Charles Schwab shares in Q2 2026, an estimated $1.73M.
  • Charles Schwab made up 0.42% of Ally Financial's portfolio in Q2 2026, its #62 holding.
  • Ally Financial first reported a position in Charles Schwab in Q1 2024 and has held it in 5 quarters since.
  • 2,307 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Ally Financial's 13F filing for Q2 2026, filed 13 Aug 2026.