BEC
SCHW

Blue Edge Capital’s Charles Schwab SCHW Stock Holding History

Blue Edge 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
2026
Q2 		$203K Hold
2,198
– – 0.02% 136
2026
Q1 		$207K Buy
+2,198
New +$216K 0.03% 132
2018
Q4 		– Sell
-11,965
Closed -$588K – 95
2018
Q3 		$588K Buy
11,965
+511
+4% +$26.1K 0.22% 68
2018
Q2 		$585K Buy
+11,454
New +$634K 0.23% 66

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Blue Edge Capital's SCHW Position: Q2 2026 in Review

Blue Edge Capital held its Charles Schwab (SCHW) position steady in Q2 2026 at 2,198 shares worth $203K. The position accounts for 0.02% of the portfolio, ranked #136.

Blue Edge Capital first reported a position in SCHW in Q2 2018 and has held it in 4 quarters since. The position peaked at $588K in Q3 2018. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Blue Edge Capital held 2,198 shares of Charles Schwab worth $203K as of Q2 2026.
  • Blue Edge Capital left its Charles Schwab share count unchanged in Q2 2026.
  • Charles Schwab made up 0.02% of Blue Edge Capital's portfolio in Q2 2026, its #136 holding.
  • Blue Edge Capital first reported a position in Charles Schwab in Q2 2018 and has held it in 4 quarters since.
  • Blue Edge Capital's Charles Schwab position peaked at $588K in Q3 2018.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Blue Edge Capital's 13F filing for Q2 2026, filed 17 Aug 2026.