CMTU
SCHW

Capital Markets Trading (UK)’s Charles Schwab SCHW Stock Holding History

Capital Markets Trading (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
Q1 		$748K Buy
7,962
+5,391
+210% +$529K 0.01% 245
2025
Q4 		$257K Sell
2,571
-320
-11% -$30.4K ﹤0.01% 284
2025
Q3 		$276K Buy
+2,891
New +$274K ﹤0.01% 279

Other funds holding SCHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Capital Markets Trading (UK)'s SCHW Position: Q1 2026 in Review

Capital Markets Trading (UK) increased its Charles Schwab (SCHW) stake by 210% in Q1 2026, buying an estimated $529K and bringing the position to 7,962 shares worth $748K. The position accounts for 0.01% of the portfolio, ranked #245.

Capital Markets Trading (UK) first reported a position in SCHW in Q3 2025 and has held it in 3 quarters since. 2,321 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Capital Markets Trading (UK) held 7,962 shares of Charles Schwab worth $748K as of Q1 2026.
  • Capital Markets Trading (UK) bought 5,391 Charles Schwab shares in Q1 2026, an estimated $529K.
  • Charles Schwab made up 0.01% of Capital Markets Trading (UK)'s portfolio in Q1 2026, its #245 holding.
  • Capital Markets Trading (UK) first reported a position in Charles Schwab in Q3 2025 and has held it in 3 quarters since.
  • 2,321 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Capital Markets Trading (UK)'s 13F filing for Q1 2026, filed 15 May 2026.