AI
SCHW

Atom Investors’s Charles Schwab SCHW Stock Holding History

Atom 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
2025
Q4 		– Sell
-12,383
Closed -$1.18M – 786
2025
Q3 		$1.18M Buy
+12,383
New +$1.18M 0.09% 227
2024
Q1 		– Sell
-16,056
Closed -$1.1M – 660
2023
Q4 		$1.1M Buy
16,056
+6,722
+72% +$388K 0.2% 172
2023
Q3 		$512K Buy
+9,334
New +$564K 0.12% 224
2020
Q3 		– Sell
-13,004
Closed -$439K – 612
2020
Q2 		$439K Buy
+13,004
New +$466K 0.03% 284

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
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
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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Atom Investors's SCHW Position: Q4 2025 in Review

Atom Investors sold out of Charles Schwab (SCHW) in Q4 2025, closing a stake of 12,383 shares — an estimated $1.18M sold.

Atom Investors first reported a position in SCHW in Q2 2020 and held it in 4 quarters. The position peaked at $1.18M in Q3 2025. 2,316 funds tracked by Wall St. Rank hold SCHW as of Q4 2025.

  • Atom Investors reported no remaining Charles Schwab position as of Q4 2025 after selling out during the quarter.
  • Atom Investors sold 12,383 Charles Schwab shares in Q4 2025, an estimated $1.18M.
  • Atom Investors first reported a position in Charles Schwab in Q2 2020 and held it in 4 quarters.
  • Atom Investors's Charles Schwab position peaked at $1.18M in Q3 2025.
  • 2,316 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2025.

Based on Atom Investors's 13F filing for Q4 2025, filed 17 Feb 2026.