Alpine Woods Capital Investors’s Charles Schwab SCHW Stock Holding History

Alpine Woods Capital Investors’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	–	Sell	-6,218	Closed	-$584K	–	243
2026 Q1	$584K	Buy	+6,218	New	+$610K	0.14%	106
2018 Q1	–	Sell	-8,000	Closed	-$411K	–	433
2017 Q4	$411K	Hold	8,000	–	–	0.02%	334
2017 Q3	$350K	Hold	8,000	–	–	0.02%	352
2017 Q2	$344K	Buy	8,000 +1,000	+14%	+$40K	0.02%	348
2017 Q1	$286K	Hold	7,000	–	–	0.02%	374
2016 Q4	$276K	Hold	7,000	–	–	0.02%	371
2016 Q3	$221K	Sell	7,000 -2,000	-22%	-$58.6K	0.01%	384
2016 Q2	$228K	Buy	+9,000	New	+$256K	0.01%	376

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Alpine Woods Capital Investors's SCHW Position: Q2 2026 in Review

Alpine Woods Capital Investors sold out of Charles Schwab (SCHW) in Q2 2026, closing a stake of 6,218 shares — an estimated $584K sold.

Alpine Woods Capital Investors first reported a position in SCHW in Q2 2016 and held it in 8 quarters. The position peaked at $584K in Q1 2026. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Alpine Woods Capital Investors reported no remaining Charles Schwab position as of Q2 2026 after selling out during the quarter.
Alpine Woods Capital Investors sold 6,218 Charles Schwab shares in Q2 2026, an estimated $584K.
Alpine Woods Capital Investors first reported a position in Charles Schwab in Q2 2016 and held it in 8 quarters.
Alpine Woods Capital Investors's Charles Schwab position peaked at $584K in Q1 2026.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Alpine Woods Capital Investors's 13F filing for Q2 2026, filed 7 Aug 2026.