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
2023
Q3 		– Sell
-3,500
Closed -$1.06M – 100
2023
Q2 		$1.06M Sell
3,500
-847
-19% -$44.4K 0.16% 62
2023
Q1 		$391K Buy
+4,347
New +$318K 0.06% 68

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

BW Gestao de Investimentos's SCHW Position: Q1 2026 in Review

BW Gestao de Investimentos opened a new position in Charles Schwab (SCHW) in Q1 2026: 3,935 shares worth $370K. The stake represents 0.01% of the portfolio and ranks #254 among its holdings. This is a return to the name: BW Gestao de Investimentos previously reported a position in SCHW as recently as Q2 2023.

BW Gestao de Investimentos first reported a position in SCHW in Q1 2023 and has held it in 3 quarters since. The position peaked at $14.1M in Q1 2023. 2,326 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • BW Gestao de Investimentos held 3,935 shares of Charles Schwab worth $370K as of Q1 2026.
  • Charles Schwab was a new BW Gestao de Investimentos position in Q1 2026.
  • Charles Schwab made up 0.01% of BW Gestao de Investimentos's portfolio in Q1 2026, its #254 holding.
  • BW Gestao de Investimentos first reported a position in Charles Schwab in Q1 2023 and has held it in 3 quarters since.
  • BW Gestao de Investimentos's Charles Schwab position peaked at $14.1M in Q1 2023.
  • 2,326 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on BW Gestao de Investimentos's 13F filing for Q1 2026, filed 28 Apr 2026.