AIP
SCHW

Almanack Investment Partners’s Charles Schwab SCHW Stock Holding History

Almanack 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 		$239K Buy
2,586
+50
+2% +$4.56K 0.03% 269
2026
Q1 		$238K Hold
2,536
– – 0.04% 152
2025
Q4 		$253K Sell
2,536
-1,501
-37% -$142K 0.04% 144
2025
Q3 		$385K Buy
4,037
+1,557
+63% +$148K 0.06% 131
2025
Q2 		$226K Buy
+2,480
New +$208K 0.04% 188
2025
Q1 		– Sell
-3,670
Closed -$272K – 189
2024
Q4 		$272K Hold
3,670
– – 0.04% 150
2024
Q3 		$238K Buy
3,670
+6
+0.2% +$394 0.04% 161
2024
Q2 		$270K Hold
3,664
– – 0.05% 150
2024
Q1 		$265K Buy
3,664
+204
+6% +$13.4K 0.05% 149
2023
Q4 		$238K Buy
+3,460
New +$200K 0.04% 144
2023
Q3 		– Sell
-4,348
Closed -$246K – 184
2023
Q2 		$246K Buy
+4,348
New +$228K 0.04% 149
2022
Q3 		– Sell
-6,484
Closed -$410K – 904
2022
Q2 		$410K Buy
6,484
+3,091
+91% +$213K 0.04% 270
2022
Q1 		$286K Buy
3,393
+357
+12% +$31.4K 0.02% 369
2021
Q4 		$255K Buy
3,036
+42
+1% +$3.4K 0.02% 411
2021
Q3 		$218K Buy
+2,994
New +$214K 0.02% 452
2021
Q2 		– Sell
-10,751
Closed -$701K – 475
2021
Q1 		$701K Buy
10,751
+2,957
+38% +$179K 0.07% 178
2020
Q4 		$413K Buy
+7,794
New +$353K 0.05% 244

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

Almanack Investment Partners's SCHW Position: Q2 2026 in Review

Almanack Investment Partners increased its Charles Schwab (SCHW) stake by 2% in Q2 2026, buying an estimated $4.56K and bringing the position to 2,586 shares worth $239K. The position accounts for 0.03% of the portfolio, ranked #269.

Almanack Investment Partners first reported a position in SCHW in Q4 2020 and has held it in 17 quarters since. The position peaked at $701K in Q1 2021. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Almanack Investment Partners held 2,586 shares of Charles Schwab worth $239K as of Q2 2026.
  • Almanack Investment Partners bought 50 Charles Schwab shares in Q2 2026, an estimated $4.56K.
  • Charles Schwab made up 0.03% of Almanack Investment Partners's portfolio in Q2 2026, its #269 holding.
  • Almanack Investment Partners first reported a position in Charles Schwab in Q4 2020 and has held it in 17 quarters since.
  • Almanack Investment Partners's Charles Schwab position peaked at $701K in Q1 2021.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.