AIM
SCHW

Axiom Investment Management’s Charles Schwab SCHW Stock Holding History

Axiom 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
Q2 		$298K Buy
3,229
+1
+0% +$91 0.2% 92
2026
Q1 		$303K Buy
+3,228
New +$317K 0.23% 78
2022
Q4 		– Sell
-1,187
Closed -$85K – 363
2022
Q3 		$85K Buy
+1,187
New +$82.4K 0.17% 112
2022
Q1 		– Sell
-7,667
Closed -$645K – 141
2021
Q4 		$645K Buy
7,667
+4
+0.1% +$324 0.63% 38
2021
Q3 		$558K Buy
7,663
+15
+0.2% +$1.07K 0.56% 47
2021
Q2 		$556K Sell
7,648
-3,974
-34% -$281K 0.43% 60
2021
Q1 		$757K Buy
11,622
+10,615
+1,054% +$644K 0.62% 46
2020
Q4 		$676 Sell
1,007
-10,589
-91% -$479K 0.61% 42
2020
Q3 		$420K Buy
11,596
+1,269
+12% +$44.2K 0.48% 52
2020
Q2 		$349K Buy
10,327
+55
+0.5% +$1.97K 0.46% 56
2020
Q1 		$346K Buy
10,272
+43
+0.4% +$1.8K 0.61% 52
2019
Q4 		$486K Buy
10,229
+3
+0% +$132 0.7% 41
2019
Q3 		$428K Sell
10,226
-829
-7% -$33.5K 0.33% 84
2019
Q2 		$449K Buy
11,055
+276
+3% +$12K 0.08% 228
2019
Q1 		$460K Buy
+10,779
New +$487K 0.09% 230

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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

Axiom Investment Management's SCHW Position: Q2 2026 in Review

Axiom Investment Management increased its Charles Schwab (SCHW) stake by 0.03% in Q2 2026, buying an estimated $91 and bringing the position to 3,229 shares worth $298K. The position accounts for 0.2% of the portfolio, ranked #92.

Axiom Investment Management first reported a position in SCHW in Q1 2019 and has held it in 15 quarters since. The position peaked at $757K in Q1 2021. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Axiom Investment Management held 3,229 shares of Charles Schwab worth $298K as of Q2 2026.
  • Axiom Investment Management bought 1 Charles Schwab share in Q2 2026, an estimated $91.
  • Charles Schwab made up 0.2% of Axiom Investment Management's portfolio in Q2 2026, its #92 holding.
  • Axiom Investment Management first reported a position in Charles Schwab in Q1 2019 and has held it in 15 quarters since.
  • Axiom Investment Management's Charles Schwab position peaked at $757K in Q1 2021.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Axiom Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.