ACM
SCHW

Anfield Capital Management’s Charles Schwab SCHW Stock Holding History

Anfield Capital 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 		$107K Buy
+1,136
New +$111K 0.03% 171
2025
Q1 		– Sell
-39
Closed -$2.89K – 485
2024
Q4 		$2.89K Buy
+39
New +$2.92K ﹤0.01% 357

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Anfield Capital Management's SCHW Position: Q1 2026 in Review

Anfield Capital Management opened a new position in Charles Schwab (SCHW) in Q1 2026: 1,136 shares worth $107K. The stake represents 0.03% of the portfolio and ranks #171 among its holdings. This is a return to the name: Anfield Capital Management previously reported a position in SCHW as recently as Q4 2024.

Anfield Capital Management first reported a position in SCHW in Q4 2024 and has held it in 2 quarters since. 2,332 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Anfield Capital Management held 1,136 shares of Charles Schwab worth $107K as of Q1 2026.
  • Charles Schwab was a new Anfield Capital Management position in Q1 2026.
  • Charles Schwab made up 0.03% of Anfield Capital Management's portfolio in Q1 2026, its #171 holding.
  • Anfield Capital Management first reported a position in Charles Schwab in Q4 2024 and has held it in 2 quarters since.
  • 2,332 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Anfield Capital Management's 13F filing for Q1 2026, filed 12 May 2026.