Cannell & Spears’s Charles Schwab SCHW Stock Holding History

Cannell & Spears’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	$461K	Buy	4,904 +234	+5%	+$22.9K	0.01%	306
2025 Q4	$467K	Sell	4,670 -150	-3%	-$14.2K	0.01%	300
2025 Q3	$460K	Sell	4,820 -12	-0.2%	-$1.14K	0.01%	292
2025 Q2	$441K	Buy	4,832 +7	+0.1%	+$586	0.01%	293
2025 Q1	$378K	Sell	4,825 -448	-8%	-$35.2K	0.01%	306
2024 Q4	$390K	Buy	5,273 +448	+9%	+$33.5K	0.01%	308
2024 Q3	$313K	Buy	4,825 +600	+14%	+$39.4K	0.01%	337
2024 Q2	$311K	Sell	4,225 -3,581	-46%	-$265K	0.01%	304
2024 Q1	$565K	Buy	+7,806	New	+$514K	0.01%	270

Other funds holding SCHW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cannell & Spears's SCHW Position: Q1 2026 in Review

Cannell & Spears increased its Charles Schwab (SCHW) stake by 5% in Q1 2026, buying an estimated $22.9K and bringing the position to 4,904 shares worth $461K. The position accounts for 0.01% of the portfolio, ranked #306.

Cannell & Spears first reported a position in SCHW in Q1 2024 and has held it in 9 quarters since. The position peaked at $565K in Q1 2024. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Cannell & Spears held 4,904 shares of Charles Schwab worth $461K as of Q1 2026.
Cannell & Spears bought 234 Charles Schwab shares in Q1 2026, an estimated $22.9K.
Charles Schwab made up 0.01% of Cannell & Spears's portfolio in Q1 2026, its #306 holding.
Cannell & Spears first reported a position in Charles Schwab in Q1 2024 and has held it in 9 quarters since.
Cannell & Spears's Charles Schwab position peaked at $565K in Q1 2024.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Cannell & Spears's 13F filing for Q1 2026, filed 14 May 2026.