BMC
SCHW

Bear Mountain Capital’s Charles Schwab SCHW Stock Holding History

Bear Mountain Capital’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
2025
Q2 		– Sell
-163
Closed -$13.2K – 302
2025
Q1 		$13.2K Sell
163
-115
-41% -$9.03K 0.01% 91
2024
Q4 		$22.8K Sell
278
-37
-12% -$2.77K 0.01% 78
2024
Q3 		$22.7K Hold
315
– – 0.01% 75
2024
Q2 		$23.7K Hold
315
– – 0.01% 80
2024
Q1 		$22.8K Hold
315
– – 0.01% 87
2023
Q4 		$20.3K Buy
+315
New +$18.2K 0.01% 95

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bear Mountain Capital's SCHW Position: Q2 2025 in Review

Bear Mountain Capital sold out of Charles Schwab (SCHW) in Q2 2025, closing a stake of 163 shares — an estimated $13.2K sold.

Bear Mountain Capital first reported a position in SCHW in Q4 2023 and held it in 6 quarters. The position peaked at $23.7K in Q2 2024. 2,139 funds tracked by Wall St. Rank hold SCHW as of Q2 2025.

  • Bear Mountain Capital reported no remaining Charles Schwab position as of Q2 2025 after selling out during the quarter.
  • Bear Mountain Capital sold 163 Charles Schwab shares in Q2 2025, an estimated $13.2K.
  • Bear Mountain Capital first reported a position in Charles Schwab in Q4 2023 and held it in 6 quarters.
  • Bear Mountain Capital's Charles Schwab position peaked at $23.7K in Q2 2024.
  • 2,139 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2025.

Based on Bear Mountain Capital's 13F filing for Q2 2025, filed 23 Jul 2025.