Battery Global Advisors’s Charles Schwab SCHW Stock Holding History

Battery Global Advisors’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	$28K	Buy	304 +1	+0.3%	+$91	0.01%	102
2026 Q1	$28.4K	Sell	303 -71	-19%	-$6.96K	0.02%	98
2025 Q4	$37.3K	Buy	374 +73	+24%	+$6.92K	0.02%	94
2025 Q3	$28.7K	Buy	301 +1	+0.3%	+$95	0.01%	98
2025 Q2	$27.4K	Buy	300 +1	+0.3%	+$84	0.01%	95
2025 Q1	$23.4K	Buy	299 +1	+0.3%	+$78	0.01%	97
2024 Q4	$22.1K	Buy	298 +1	+0.3%	+$75	0.01%	95
2024 Q3	$19.3K	Buy	+297	New	+$19.5K	0.01%	101

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Battery Global Advisors's SCHW Position: Q2 2026 in Review

Battery Global Advisors increased its Charles Schwab (SCHW) stake by 0.33% in Q2 2026, buying an estimated $91 and bringing the position to 304 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #102.

Battery Global Advisors first reported a position in SCHW in Q3 2024 and has held it in 8 quarters since. The position peaked at $37.3K in Q4 2025. 2,312 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Battery Global Advisors held 304 shares of Charles Schwab worth $28K as of Q2 2026.
Battery Global Advisors bought 1 Charles Schwab share in Q2 2026, an estimated $91.
Charles Schwab made up 0.01% of Battery Global Advisors's portfolio in Q2 2026, its #102 holding.
Battery Global Advisors first reported a position in Charles Schwab in Q3 2024 and has held it in 8 quarters since.
Battery Global Advisors's Charles Schwab position peaked at $37.3K in Q4 2025.
2,312 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Battery Global Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.