AIM
SCHW

Anchor Investment Management’s Charles Schwab SCHW Stock Holding History

Anchor Investment 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 		$3.63M Buy
38,632
+405
+1% +$39.7K 0.3% 87
2025
Q4 		$3.82M Buy
38,227
+5,370
+16% +$509K 0.31% 86
2025
Q3 		$3.14M Buy
32,857
+1,521
+5% +$144K 0.26% 102
2025
Q2 		$2.86M Buy
31,336
+1,849
+6% +$155K 0.25% 106
2025
Q1 		$2.31M Buy
29,487
+1,509
+5% +$118K 0.22% 117
2024
Q4 		$2.07M Sell
27,978
-8,251
-23% -$617K 0.19% 126
2024
Q3 		$2.35M Buy
36,229
+3,637
+11% +$239K 0.22% 115
2024
Q2 		$2.4M Buy
32,592
+2,146
+7% +$159K 0.25% 102
2024
Q1 		$2.2M Buy
30,446
+8,350
+38% +$550K 0.23% 111
2023
Q4 		$1.52M Buy
22,096
+1,725
+8% +$99.6K 0.17% 135
2023
Q3 		$1.12M Buy
20,371
+883
+5% +$53.4K 0.15% 147
2023
Q2 		$1.1M Sell
19,488
-3,501
-15% -$183K 0.14% 147
2023
Q1 		$1.2M Buy
22,989
+6,758
+42% +$495K 0.16% 137
2022
Q4 		$1.35M Buy
16,231
+4,722
+41% +$366K 0.19% 132
2022
Q3 		$827K Buy
11,509
+2,165
+23% +$150K 0.13% 164
2022
Q2 		$590K Buy
9,344
+1,474
+19% +$102K 0.09% 205
2022
Q1 		$664K Buy
7,870
+2,330
+42% +$205K 0.08% 208
2021
Q4 		$466K Buy
5,540
+1,386
+33% +$112K 0.06% 257
2021
Q3 		$303K Buy
4,154
+1,864
+81% +$133K 0.04% 299
2021
Q2 		$167K Hold
2,290
– – 0.02% 383
2021
Q1 		$149K Hold
2,290
– – 0.02% 381
2020
Q4 		$121K Sell
2,290
-650
-22% -$29.4K 0.02% 360
2020
Q3 		$107K Buy
2,940
+190
+7% +$6.61K 0.02% 352
2020
Q2 		$92.8K Hold
2,750
– – 0.02% 356
2020
Q1 		$92.5K Hold
2,750
– – 0.02% 344
2019
Q4 		$131K Hold
2,750
– – 0.03% 337
2019
Q3 		$115K Hold
2,750
– – 0.03% 350
2019
Q2 		$111K Hold
2,750
– – 0.03% 348
2019
Q1 		$118K Hold
2,750
– – 0.03% 343
2018
Q4 		$114K Hold
2,750
– – 0.03% 335
2018
Q3 		$135K Buy
2,750
+200
+8% +$10.2K 0.03% 340
2018
Q2 		$130K Buy
2,550
+200
+9% +$11.1K 0.03% 355
2018
Q1 		$123K Buy
2,350
+100
+4% +$5.36K 0.03% 359
2017
Q4 		$116K Buy
2,250
+100
+5% +$4.7K 0.03% 353
2017
Q3 		$94K Buy
2,150
+300
+16% +$12.5K 0.03% 364
2017
Q2 		$79.5K Hold
1,850
– – 0.03% 348
2017
Q1 		$75.5K Sell
1,850
-700
-27% -$28.9K 0.03% 348
2016
Q4 		$101K Hold
2,550
– – 0.04% 308
2016
Q3 		$80.5K Hold
2,550
– – 0.03% 310
2016
Q2 		$64.5K Hold
2,550
– – 0.03% 329
2016
Q1 		$71.5K Buy
+2,550
New +$67.3K 0.03% 309

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Anchor Investment Management's SCHW Position: Q1 2026 in Review

Anchor Investment Management increased its Charles Schwab (SCHW) stake by 1.1% in Q1 2026, buying an estimated $39.7K and bringing the position to 38,632 shares worth $3.63M. The position accounts for 0.3% of the portfolio, ranked #87.

Anchor Investment Management first reported a position in SCHW in Q1 2016 and has held it in 41 quarters since. The position peaked at $3.82M in Q4 2025. 2,326 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Anchor Investment Management held 38,632 shares of Charles Schwab worth $3.63M as of Q1 2026.
  • Anchor Investment Management bought 405 Charles Schwab shares in Q1 2026, an estimated $39.7K.
  • Charles Schwab made up 0.3% of Anchor Investment Management's portfolio in Q1 2026, its #87 holding.
  • Anchor Investment Management first reported a position in Charles Schwab in Q1 2016 and has held it in 41 quarters since.
  • Anchor Investment Management's Charles Schwab position peaked at $3.82M in Q4 2025.
  • 2,326 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.