BGA
SCHW

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Battery Global Advisors's SCHW Position: Q1 2026 in Review

Battery Global Advisors reduced its Charles Schwab (SCHW) stake by 19% in Q1 2026, selling an estimated $6.96K and leaving 303 shares worth $28.4K. The position accounts for 0.02% of the portfolio, ranked #98.

Battery Global Advisors first reported a position in SCHW in Q3 2024 and has held it in 7 quarters since. The position peaked at $37.3K in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Battery Global Advisors held 303 shares of Charles Schwab worth $28.4K as of Q1 2026.
  • Battery Global Advisors sold 71 Charles Schwab shares in Q1 2026, an estimated $6.96K.
  • Charles Schwab made up 0.02% of Battery Global Advisors's portfolio in Q1 2026, its #98 holding.
  • Battery Global Advisors first reported a position in Charles Schwab in Q3 2024 and has held it in 7 quarters since.
  • Battery Global Advisors's Charles Schwab position peaked at $37.3K in Q4 2025.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Battery Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.