Boyar Asset Management’s Charles Schwab SCHW Stock Holding History

Boyar Asset Management’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	$264K	Sell	2,805 -100	-3%	-$9.81K	0.15%	73
2025 Q4	$290K	Sell	2,905 -300	-9%	-$28.5K	0.18%	67
2025 Q3	$306K	Sell	3,205 -670	-17%	-$63.6K	0.19%	63
2025 Q2	$354K	Sell	3,875 -75	-2%	-$6.28K	0.23%	62
2025 Q1	$309K	Hold	3,950	–	–	0.22%	63
2024 Q4	$292K	Hold	3,950	–	–	0.19%	68
2024 Q3	$256K	Hold	3,950	–	–	0.16%	72
2024 Q2	$291K	Hold	3,950	–	–	0.2%	69
2024 Q1	$286K	Sell	3,950 -1,598	-29%	-$105K	0.19%	70
2023 Q4	$382K	Sell	5,548 -387	-7%	-$22.4K	0.29%	55
2023 Q3	$326K	Hold	5,935	–	–	0.26%	59
2023 Q2	$336K	Hold	5,935	–	–	0.25%	61
2023 Q1	$311K	Buy	5,935 +2,585	+77%	+$189K	0.24%	61
2022 Q4	$279K	Hold	3,350	–	–	0.23%	67
2022 Q3	$241K	Hold	3,350	–	–	0.2%	74
2022 Q2	$212K	Hold	3,350	–	–	0.18%	73
2022 Q1	$282K	Sell	3,350 -200	-6%	-$17.6K	0.18%	71
2021 Q4	$299K	Buy	3,550 +200	+6%	+$16.2K	0.18%	70
2021 Q3	$244K	Hold	3,350	–	–	0.16%	74
2021 Q2	$244K	Hold	3,350	–	–	0.16%	78
2021 Q1	$218K	Buy	+3,350	New	+$203K	0.15%	79
2017 Q1	–	Sell	-5,150	Closed	-$203K	–	69
2016 Q4	$203K	Buy	+5,150	New	+$184K	0.2%	65
2014 Q4	–	Sell	-7,525	Closed	-$221K	–	69
2014 Q3	$221K	Sell	7,525 -1,600	-18%	-$45.3K	0.17%	63
2014 Q2	$246K	Buy	9,125 +1,625	+22%	+$42.6K	0.2%	61
2014 Q1	$205K	Buy	+7,500	New	+$196K	0.17%	63

Other funds holding SCHW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Boyar Asset Management's SCHW Position: Q1 2026 in Review

Boyar Asset Management reduced its Charles Schwab (SCHW) stake by 3.4% in Q1 2026, selling an estimated $9.81K and leaving 2,805 shares worth $264K. The position accounts for 0.15% of the portfolio, ranked #73.

Boyar Asset Management first reported a position in SCHW in Q1 2014 and has held it in 25 quarters since. The position peaked at $382K in Q4 2023. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Boyar Asset Management held 2,805 shares of Charles Schwab worth $264K as of Q1 2026.
Boyar Asset Management sold 100 Charles Schwab shares in Q1 2026, an estimated $9.81K.
Charles Schwab made up 0.15% of Boyar Asset Management's portfolio in Q1 2026, its #73 holding.
Boyar Asset Management first reported a position in Charles Schwab in Q1 2014 and has held it in 25 quarters since.
Boyar Asset Management's Charles Schwab position peaked at $382K in Q4 2023.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Boyar Asset Management's 13F filing for Q1 2026, filed 8 May 2026.