BFS
SCHW

Bare Financial Services’s Charles Schwab SCHW Stock Holding History

Bare Financial Services’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 		$17.8K Buy
193
+79
+69% +$7.2K ﹤0.01% 327
2026
Q1 		$10.7K Sell
114
-13
-10% -$1.27K ﹤0.01% 311
2025
Q4 		$12.7K Buy
127
+13
+11% +$1.23K ﹤0.01% 178
2025
Q3 		$10.9K Buy
114
+24
+27% +$2.28K ﹤0.01% 211
2025
Q2 		$8.21K Buy
90
+64
+246% +$5.36K ﹤0.01% 239
2025
Q1 		$2.04K Buy
+26
New +$2.04K ﹤0.01% 263

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

Bare Financial Services's SCHW Position: Q2 2026 in Review

Bare Financial Services increased its Charles Schwab (SCHW) stake by 69% in Q2 2026, buying an estimated $7.2K and bringing the position to 193 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #327.

Bare Financial Services first reported a position in SCHW in Q1 2025 and has held it in 6 quarters since. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Bare Financial Services held 193 shares of Charles Schwab worth $17.8K as of Q2 2026.
  • Bare Financial Services bought 79 Charles Schwab shares in Q2 2026, an estimated $7.2K.
  • Charles Schwab made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #327 holding.
  • Bare Financial Services first reported a position in Charles Schwab in Q1 2025 and has held it in 6 quarters since.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.