Barrow, Hanley, Mewhinney & Strauss
SCHW

Barrow, Hanley, Mewhinney & Strauss’s Charles Schwab SCHW Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’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 		$526M Buy
5,703,361
+4,627,972
+430% +$422M 1.6% 19
2026
Q1 		$101M Buy
+1,075,389
New +$105M 0.33% 82

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

Barrow, Hanley, Mewhinney & Strauss's SCHW Position: Q2 2026 in Review

Barrow, Hanley, Mewhinney & Strauss increased its Charles Schwab (SCHW) stake by 430% in Q2 2026, buying an estimated $422M and bringing the position to 5,703,361 shares worth $526M. The position accounts for 1.6% of the portfolio, ranked #19.

Barrow, Hanley, Mewhinney & Strauss first reported a position in SCHW in Q1 2026 and has held it in 2 quarters since. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Barrow, Hanley, Mewhinney & Strauss held 5,703,361 shares of Charles Schwab worth $526M as of Q2 2026.
  • Barrow, Hanley, Mewhinney & Strauss bought 4,627,972 Charles Schwab shares in Q2 2026, an estimated $422M.
  • Charles Schwab made up 1.6% of Barrow, Hanley, Mewhinney & Strauss's portfolio in Q2 2026, its #19 holding.
  • Barrow, Hanley, Mewhinney & Strauss first reported a position in Charles Schwab in Q1 2026 and has held it in 2 quarters since.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q2 2026, filed 12 Aug 2026.