BCB
SCHW

Brian C. Broderick’s Charles Schwab SCHW Stock Holding History

Brian C. Broderick’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 		$2.94M Buy
31,262
+7,888
+34% +$774K 0.54% 41
2025
Q4 		$2.34M Buy
23,374
+10,104
+76% +$959K 0.44% 41
2025
Q3 		$1.27M Buy
13,270
+10,090
+317% +$958K 0.24% 57
2025
Q2 		$290K Buy
+3,180
New +$266K 0.06% 79

Other funds holding SCHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Brian C. Broderick's SCHW Position: Q1 2026 in Review

Brian C. Broderick increased its Charles Schwab (SCHW) stake by 34% in Q1 2026, buying an estimated $774K and bringing the position to 31,262 shares worth $2.94M. The position accounts for 0.54% of the portfolio, ranked #41.

Brian C. Broderick first reported a position in SCHW in Q2 2025 and has held it in 4 quarters since. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Brian C. Broderick held 31,262 shares of Charles Schwab worth $2.94M as of Q1 2026.
  • Brian C. Broderick bought 7,888 Charles Schwab shares in Q1 2026, an estimated $774K.
  • Charles Schwab made up 0.54% of Brian C. Broderick's portfolio in Q1 2026, its #41 holding.
  • Brian C. Broderick first reported a position in Charles Schwab in Q2 2025 and has held it in 4 quarters since.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Brian C. Broderick's 13F filing for Q1 2026, filed 7 May 2026.