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 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 $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

Alpine Woods Capital Investors's SCHW Position: Q1 2026 in Review

Alpine Woods Capital Investors opened a new position in Charles Schwab (SCHW) in Q1 2026: 6,218 shares worth $584K. The stake represents 0.14% of the portfolio and ranks #106 among its holdings. This is a return to the name: Alpine Woods Capital Investors previously reported a position in SCHW as recently as Q4 2017.

Alpine Woods Capital Investors first reported a position in SCHW in Q2 2016 and has held it in 8 quarters since. 2,321 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Alpine Woods Capital Investors held 6,218 shares of Charles Schwab worth $584K as of Q1 2026.
Charles Schwab was a new Alpine Woods Capital Investors position in Q1 2026.
Charles Schwab made up 0.14% of Alpine Woods Capital Investors's portfolio in Q1 2026, its #106 holding.
Alpine Woods Capital Investors first reported a position in Charles Schwab in Q2 2016 and has held it in 8 quarters since.
2,321 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Alpine Woods Capital Investors's 13F filing for Q1 2026, filed 27 May 2026.