AA
SCHW

Ancora Advisors’s Charles Schwab SCHW Stock Holding History

Ancora Advisors’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 		$2.43M Buy
25,848
+633
+3% +$62.1K 0.05% 263
2025
Q4 		$2.52M Buy
25,215
+1,031
+4% +$97.8K 0.05% 263
2025
Q3 		$2.31M Sell
24,184
-1,479
-6% -$140K 0.05% 267
2025
Q2 		$2.34M Sell
25,663
-2,211
-8% -$185K 0.05% 266
2025
Q1 		$2.18M Sell
27,874
-2,458
-8% -$193K 0.05% 266
2024
Q4 		$2.24M Sell
30,332
-704
-2% -$52.7K 0.05% 259
2024
Q3 		$2.01M Sell
31,036
-2,463
-7% -$162K 0.05% 275
2024
Q2 		$2.47M Sell
33,499
-7,499
-18% -$554K 0.06% 245
2024
Q1 		$2.97M Sell
40,998
-39
-0.1% -$2.57K 0.07% 217
2023
Q4 		$2.82M Buy
41,037
+1,500
+4% +$86.6K 0.07% 223
2023
Q3 		$2.17M Sell
39,537
-88
-0.2% -$5.32K 0.06% 241
2023
Q2 		$2.25M Sell
39,625
-6,942
-15% -$364K 0.06% 236
2023
Q1 		$2.44M Buy
46,567
+16,312
+54% +$1.19M 0.07% 213
2022
Q4 		$2.52M Sell
30,255
-473
-2% -$36.7K 0.07% 224
2022
Q3 		$2.21M Buy
30,728
+588
+2% +$40.8K 0.07% 225
2022
Q2 		$1.9M Sell
30,140
-7,834
-21% -$540K 0.05% 264
2022
Q1 		$3.2M Sell
37,974
-2,118
-5% -$186K 0.08% 209
2021
Q4 		$3.37M Sell
40,092
-2,006
-5% -$162K 0.08% 210
2021
Q3 		$3.07M Sell
42,098
-10,419
-20% -$744K 0.08% 218
2021
Q2 		$3.82M Sell
52,517
-16,225
-24% -$1.15M 0.1% 188
2021
Q1 		$4.48M Sell
68,742
-18,940
-22% -$1.15M 0.12% 169
2020
Q4 		$4.65M Buy
87,682
+6,393
+8% +$289K 0.15% 163
2020
Q3 		$2.94M Buy
81,289
+7,586
+10% +$264K 0.12% 179
2020
Q2 		$2.49M Sell
73,703
-103
-0.1% -$3.69K 0.1% 198
2020
Q1 		$2.48M Buy
73,806
+3,738
+5% +$157K 0.11% 193
2019
Q4 		$3.33M Buy
70,068
+9,490
+16% +$418K 0.12% 180
2019
Q3 		$2.53M Buy
60,578
+13,872
+30% +$560K 0.11% 194
2019
Q2 		$1.88M Sell
46,706
-662
-1% -$28.9K 0.08% 221
2019
Q1 		$2.02M Buy
47,368
+707
+2% +$31.9K 0.09% 220
2018
Q4 		$1.94M Buy
46,661
+8,541
+22% +$386K 0.09% 216
2018
Q3 		$1.87M Buy
38,120
+562
+1% +$28.7K 0.07% 246
2018
Q2 		$1.92M Sell
37,558
-2,608
-6% -$144K 0.08% 234
2018
Q1 		$2.1M Buy
40,166
+2,114
+6% +$113K 0.09% 227
2017
Q4 		$1.96M Buy
38,052
+7,450
+24% +$350K 0.1% 211
2017
Q3 		$1.34M Sell
30,602
-3,389
-10% -$141K 0.08% 268
2017
Q2 		$1.46M Sell
33,991
-2,300
-6% -$92.1K 0.09% 242
2017
Q1 		$1.48M Sell
36,291
-9,213
-20% -$380K 0.1% 238
2016
Q4 		$1.8M Buy
+45,504
New +$1.63M 0.13% 201

Other funds holding SCHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Ancora Advisors's SCHW Position: Q1 2026 in Review

Ancora Advisors increased its Charles Schwab (SCHW) stake by 2.5% in Q1 2026, buying an estimated $62.1K and bringing the position to 25,848 shares worth $2.43M. The position accounts for 0.05% of the portfolio, ranked #263.

Ancora Advisors first reported a position in SCHW in Q4 2016 and has held it in 38 quarters since. The position peaked at $4.65M in Q4 2020. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Ancora Advisors held 25,848 shares of Charles Schwab worth $2.43M as of Q1 2026.
  • Ancora Advisors bought 633 Charles Schwab shares in Q1 2026, an estimated $62.1K.
  • Charles Schwab made up 0.05% of Ancora Advisors's portfolio in Q1 2026, its #263 holding.
  • Ancora Advisors first reported a position in Charles Schwab in Q4 2016 and has held it in 38 quarters since.
  • Ancora Advisors's Charles Schwab position peaked at $4.65M in Q4 2020.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.