BPC
SCHW

Bryce Point Capital’s Charles Schwab SCHW Stock Holding History

Bryce Point 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
2025
Q3 		– Sell
-9,510
Closed -$868K – 253
2025
Q2 		$868K Buy
+9,510
New +$796K 0.73% 37
2025
Q1 		– Sell
-7,489
Closed -$554K – 407
2024
Q4 		$554K Buy
+7,489
New +$560K 0.16% 193

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bryce Point Capital's SCHW Position: Q3 2025 in Review

Bryce Point Capital sold out of Charles Schwab (SCHW) in Q3 2025, closing a stake of 9,510 shares — an estimated $868K sold.

Bryce Point Capital first reported a position in SCHW in Q4 2024 and held it in 2 quarters. The position peaked at $868K in Q2 2025. 2,168 funds tracked by Wall St. Rank hold SCHW as of Q3 2025.

  • Bryce Point Capital reported no remaining Charles Schwab position as of Q3 2025 after selling out during the quarter.
  • Bryce Point Capital sold 9,510 Charles Schwab shares in Q3 2025, an estimated $868K.
  • Bryce Point Capital first reported a position in Charles Schwab in Q4 2024 and held it in 2 quarters.
  • Bryce Point Capital's Charles Schwab position peaked at $868K in Q2 2025.
  • 2,168 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2025.

Based on Bryce Point Capital's 13F filing for Q3 2025, filed 6 Nov 2025.