Birinyi Associates
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Birinyi Associates’s Charles Schwab SCHW Stock Holding History

Birinyi Associates’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
Q3 		$3.41M Buy
34,856
+22,249
+176% +$2.34M 0.81% 21
2026
Q2 		$1.16M Buy
12,607
+1,326
+12% +$121K 0.28% 36
2026
Q1 		$1.06M Buy
+11,281
New +$1.11M 0.29% 36

Other funds holding SCHW

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Birinyi Associates's SCHW Position: Q3 2026 in Review

Birinyi Associates increased its Charles Schwab (SCHW) stake by 176% in Q3 2026, buying an estimated $2.34M and bringing the position to 34,856 shares worth $3.41M. The position accounts for 0.81% of the portfolio, ranked #21.

Birinyi Associates first reported a position in SCHW in Q1 2026 and has held it in 3 quarters since. 1,559 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

  • Birinyi Associates held 34,856 shares of Charles Schwab worth $3.41M as of Q3 2026.
  • Birinyi Associates bought 22,249 Charles Schwab shares in Q3 2026, an estimated $2.34M.
  • Charles Schwab made up 0.81% of Birinyi Associates's portfolio in Q3 2026, its #21 holding.
  • Birinyi Associates first reported a position in Charles Schwab in Q1 2026 and has held it in 3 quarters since.
  • 1,559 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on Birinyi Associates's 13F filing for Q3 2026, filed 28 Oct 2026.