BJF
SCHW

Blue Jean Financial’s Charles Schwab SCHW Stock Holding History

Blue Jean Financial’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 		– Sell
-13,791
Closed -$1.3M – 92
2026
Q1 		$1.3M Sell
13,791
-375
-3% -$36.8K 1.07% 47
2025
Q4 		$1.42M Buy
+14,166
New +$1.34M 1.15% 47

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 Jean Financial's SCHW Position: Q2 2026 in Review

Blue Jean Financial sold out of Charles Schwab (SCHW) in Q2 2026, closing a stake of 13,791 shares — an estimated $1.3M sold.

Blue Jean Financial first reported a position in SCHW in Q4 2025 and held it in 2 quarters. The position peaked at $1.42M in Q4 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Blue Jean Financial reported no remaining Charles Schwab position as of Q2 2026 after selling out during the quarter.
  • Blue Jean Financial sold 13,791 Charles Schwab shares in Q2 2026, an estimated $1.3M.
  • Blue Jean Financial first reported a position in Charles Schwab in Q4 2025 and held it in 2 quarters.
  • Blue Jean Financial's Charles Schwab position peaked at $1.42M in Q4 2025.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Blue Jean Financial's 13F filing for Q2 2026, filed 24 Jul 2026.