Azimuth Capital Investment Management’s Charles Schwab SCHW Stock Holding History

Azimuth Capital 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 Q1	$465K	Buy	4,949 +1,800	+57%	+$177K	0.02%	245
2025 Q4	$315K	Hold	3,149	–	–	0.01%	270
2025 Q3	$301K	Hold	3,149	–	–	0.01%	269
2025 Q2	$287K	Hold	3,149	–	–	0.01%	273
2025 Q1	$247K	Sell	3,149 -470	-13%	-$36.9K	0.01%	283
2024 Q4	$268K	Hold	3,619	–	–	0.01%	282
2024 Q3	$235K	Hold	3,619	–	–	0.01%	288
2024 Q2	$267K	Hold	3,619	–	–	0.01%	283
2024 Q1	$262K	Sell	3,619 -96	-3%	-$6.32K	0.01%	281
2023 Q4	$256K	Buy	+3,715	New	+$215K	0.01%	277
2023 Q1	–	Sell	-4,250	Closed	-$354K	–	311
2022 Q4	$354K	Sell	4,250 -150	-3%	-$11.6K	0.02%	269
2022 Q3	$316K	Hold	4,400	–	–	0.02%	268
2022 Q2	$278K	Buy	+4,400	New	+$303K	0.01%	286

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

Azimuth Capital Investment Management's SCHW Position: Q1 2026 in Review

Azimuth Capital Investment Management increased its Charles Schwab (SCHW) stake by 57% in Q1 2026, buying an estimated $177K and bringing the position to 4,949 shares worth $465K. The position accounts for 0.02% of the portfolio, ranked #245.

Azimuth Capital Investment Management first reported a position in SCHW in Q2 2022 and has held it in 13 quarters since. 2,320 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Azimuth Capital Investment Management held 4,949 shares of Charles Schwab worth $465K as of Q1 2026.
Azimuth Capital Investment Management bought 1,800 Charles Schwab shares in Q1 2026, an estimated $177K.
Charles Schwab made up 0.02% of Azimuth Capital Investment Management's portfolio in Q1 2026, its #245 holding.
Azimuth Capital Investment Management first reported a position in Charles Schwab in Q2 2022 and has held it in 13 quarters since.
2,320 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

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