BGDI
SCHW

BW Gestao de Investimentos’s Charles Schwab SCHW Stock Holding History

BW Gestao de Investimentos’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
-3,935
Closed -$370K – 385
2026
Q1 		$370K Buy
+3,935
New +$386K 0.01% 254
2023
Q3 		– Sell
-184,600
Closed -$10.5M – 101
2023
Q2 		$10.5M Sell
184,600
-85,400
-32% -$4.47M 1.55% 25
2023
Q1 		$14.1M Buy
+270,000
New +$19.8M 2.02% 15

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

BW Gestao de Investimentos's SCHW Position: Q2 2026 in Review

BW Gestao de Investimentos sold out of Charles Schwab (SCHW) in Q2 2026, closing a stake of 3,935 shares — an estimated $370K sold.

BW Gestao de Investimentos first reported a position in SCHW in Q1 2023 and held it in 3 quarters. The position peaked at $14.1M in Q1 2023. 2,306 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • BW Gestao de Investimentos reported no remaining Charles Schwab position as of Q2 2026 after selling out during the quarter.
  • BW Gestao de Investimentos sold 3,935 Charles Schwab shares in Q2 2026, an estimated $370K.
  • BW Gestao de Investimentos first reported a position in Charles Schwab in Q1 2023 and held it in 3 quarters.
  • BW Gestao de Investimentos's Charles Schwab position peaked at $14.1M in Q1 2023.
  • 2,306 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on BW Gestao de Investimentos's 13F filing for Q2 2026, filed 14 Aug 2026.