AXQ Capital’s Charles Schwab SCHW Stock Holding History

AXQ Capital’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	–	Sell	-13,163	Closed	-$1.32M	–	1231
2025 Q4	$1.32M	Buy	13,163 +6,411	+95%	+$608K	0.3%	94
2025 Q3	$645K	Sell	6,752 -2,629	-28%	-$250K	0.25%	133
2025 Q2	$856K	Buy	+9,381	New	+$786K	0.28%	112
2024 Q4	–	Sell	-15,133	Closed	-$981K	–	603
2024 Q3	$981K	Buy	+15,133	New	+$994K	0.3%	129

Other funds holding SCHW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AXQ Capital's SCHW Position: Q1 2026 in Review

AXQ Capital sold out of Charles Schwab (SCHW) in Q1 2026, closing a stake of 13,163 shares — an estimated $1.32M sold.

AXQ Capital first reported a position in SCHW in Q3 2024 and held it in 4 quarters. The position peaked at $1.32M in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

AXQ Capital reported no remaining Charles Schwab position as of Q1 2026 after selling out during the quarter.
AXQ Capital sold 13,163 Charles Schwab shares in Q1 2026, an estimated $1.32M.
AXQ Capital first reported a position in Charles Schwab in Q3 2024 and held it in 4 quarters.
AXQ Capital's Charles Schwab position peaked at $1.32M in Q4 2025.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on AXQ Capital's 13F filing for Q1 2026, filed 13 May 2026.