BFIC
SCHW

Bedell Frazier Investment Counselling’s Charles Schwab SCHW Stock Holding History

Bedell Frazier Investment Counselling’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 		$4.52M Buy
48,075
+9,369
+24% +$919K 0.91% 36
2025
Q4 		$3.87M Buy
+38,706
New +$3.67M 0.75% 46

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Bedell Frazier Investment Counselling's SCHW Position: Q1 2026 in Review

Bedell Frazier Investment Counselling increased its Charles Schwab (SCHW) stake by 24% in Q1 2026, buying an estimated $919K and bringing the position to 48,075 shares worth $4.52M. The position accounts for 0.91% of the portfolio, ranked #36.

Bedell Frazier Investment Counselling first reported a position in SCHW in Q4 2025 and has held it in 2 quarters since. 2,327 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Bedell Frazier Investment Counselling held 48,075 shares of Charles Schwab worth $4.52M as of Q1 2026.
  • Bedell Frazier Investment Counselling bought 9,369 Charles Schwab shares in Q1 2026, an estimated $919K.
  • Charles Schwab made up 0.91% of Bedell Frazier Investment Counselling's portfolio in Q1 2026, its #36 holding.
  • Bedell Frazier Investment Counselling first reported a position in Charles Schwab in Q4 2025 and has held it in 2 quarters since.
  • 2,327 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Bedell Frazier Investment Counselling's 13F filing for Q1 2026, filed 15 May 2026.