AIP
SCHW

Arrowpoint Investment Partners’s Charles Schwab SCHW Stock Holding History

Arrowpoint Investment Partners’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
2025
Q2 		– Sell
-8,000
Closed -$626K – 742
2025
Q1 		$626K Buy
8,000
+5,000
+167% +$392K 0.07% 306
2024
Q4 		$222K Buy
+3,000
New +$224K 0.05% 360

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowpoint Investment Partners's SCHW Position: Q2 2025 in Review

Arrowpoint Investment Partners sold out of Charles Schwab (SCHW) in Q2 2025, closing a stake of 77 shares — an estimated $6.03K sold.

Arrowpoint Investment Partners first reported a position in SCHW in Q4 2024 and held it in 2 quarters. The position peaked at $45.1K in Q4 2024. 2,140 funds tracked by Wall St. Rank hold SCHW as of Q2 2025.

  • Arrowpoint Investment Partners reported no remaining Charles Schwab position as of Q2 2025 after selling out during the quarter.
  • Arrowpoint Investment Partners sold 77 Charles Schwab shares in Q2 2025, an estimated $6.03K.
  • Arrowpoint Investment Partners first reported a position in Charles Schwab in Q4 2024 and held it in 2 quarters.
  • Arrowpoint Investment Partners's Charles Schwab position peaked at $45.1K in Q4 2024.
  • 2,140 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2025.

Based on Arrowpoint Investment Partners's 13F filing for Q2 2025, filed 13 Aug 2025.