CIPU
SCHW

Caledonia Investments plc (UK)’s Charles Schwab SCHW Stock Holding History

Caledonia Investments plc (UK)’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 		$61.9M Buy
671,000
+60,000
+10% +$5.47M 7% 6
2026
Q1 		$57.4M Hold
611,000
– – 6.71% 6
2025
Q4 		$61.1M Hold
611,000
– – 6.77% 7
2025
Q3 		$58.3M Buy
611,000
+110,000
+22% +$10.4M 5.74% 7
2025
Q2 		$45.7M Buy
+501,000
New +$42M 4.49% 9

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

Caledonia Investments plc (UK)'s SCHW Position: Q2 2026 in Review

Caledonia Investments plc (UK) increased its Charles Schwab (SCHW) stake by 9.8% in Q2 2026, buying an estimated $5.47M and bringing the position to 671,000 shares worth $61.9M. The position accounts for 7% of the portfolio, ranked #6.

Caledonia Investments plc (UK) first reported a position in SCHW in Q2 2025 and has held it in 5 quarters since. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Caledonia Investments plc (UK) held 671,000 shares of Charles Schwab worth $61.9M as of Q2 2026.
  • Caledonia Investments plc (UK) bought 60,000 Charles Schwab shares in Q2 2026, an estimated $5.47M.
  • Charles Schwab made up 7% of Caledonia Investments plc (UK)'s portfolio in Q2 2026, its #6 holding.
  • Caledonia Investments plc (UK) first reported a position in Charles Schwab in Q2 2025 and has held it in 5 quarters since.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Caledonia Investments plc (UK)'s 13F filing for Q2 2026, filed 17 Jul 2026.