Capital Research Global Investors’s Charles Schwab SCHW Stock Holding History

Capital Research Global Investors’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	$31M	Sell	329,573 -876	-0.3%	-$85.9K	﹤0.01%	391
2025 Q4	$33M	Buy	+330,449	New	+$31.3M	0.01%	375
2023 Q4	–	Sell	-44,766	Closed	-$2.46M	–	424
2023 Q3	$2.46M	Hold	44,766	–	–	﹤0.01%	404
2023 Q2	$2.54M	Hold	44,766	–	–	﹤0.01%	408
2023 Q1	$2.34M	Sell	44,766 -2,356,528	-98%	-$173M	﹤0.01%	417
2022 Q4	$200M	Sell	2,401,294 -2,134,014	-47%	-$166M	0.06%	214
2022 Q3	$326M	Sell	4,535,308 -3,110,503	-41%	-$216M	0.11%	161
2022 Q2	$483M	Sell	7,645,811 -16,186,564	-68%	-$1.12B	0.15%	131
2022 Q1	$2.01B	Buy	23,832,375 +22,953,375	+2,611%	+$2.02B	0.5%	52
2021 Q4	$73.9M	Hold	879,000	–	–	0.02%	347
2021 Q3	$64M	Hold	879,000	–	–	0.01%	350
2021 Q2	$64M	Hold	879,000	–	–	0.01%	355
2021 Q1	$57.3M	Hold	879,000	–	–	0.01%	353
2020 Q4	$46.6M	Hold	879,000	–	–	0.01%	348
2020 Q3	$31.8M	Hold	879,000	–	–	0.01%	352
2020 Q2	$29.7M	Hold	879,000	–	–	0.01%	354
2020 Q1	$29.6M	Buy	879,000 +313,000	+55%	+$13.1M	0.01%	324
2019 Q4	$26.9M	Sell	566,000 -3,614,743	-86%	-$159M	0.01%	358
2019 Q3	$175M	Sell	4,180,743 -8,233,018	-66%	-$332M	0.06%	221
2019 Q2	$499M	Sell	12,413,761 -1,980,392	-14%	-$86.3M	0.16%	134
2019 Q1	$615M	Buy	14,394,153 +1,760,972	+14%	+$79.5M	0.2%	107
2018 Q4	$525M	Sell	12,633,181 -6,610,620	-34%	-$299M	0.18%	115
2018 Q3	$946M	Sell	19,243,801 -25,847,157	-57%	-$1.32B	0.27%	74
2018 Q2	$2.3B	Sell	45,090,958 -850,743	-2%	-$47.1M	0.63%	42
2018 Q1	$2.4B	Buy	45,941,701 +3,099,433	+7%	+$166M	0.68%	38
2017 Q4	$2.2B	Sell	42,842,268 -2,281	-0%	-$107K	0.65%	42
2017 Q3	$1.87B	Buy	42,844,549 +18,607,350	+77%	+$773M	0.57%	49
2017 Q2	$1.04B	Buy	24,237,199 +11,224,199	+86%	+$449M	0.33%	83
2017 Q1	$531M	Buy	13,013,000 +600,000	+5%	+$24.8M	0.17%	138
2016 Q4	$490M	Buy	12,413,000 +11,091,000	+839%	+$396M	0.16%	144
2016 Q3	$41.7M	Hold	1,322,000	–	–	0.01%	338
2016 Q2	$33.5M	Hold	1,322,000	–	–	0.01%	351
2016 Q1	$37M	Hold	1,322,000	–	–	0.01%	346
2015 Q4	$43.5M	Sell	1,322,000 -7,243,620	-85%	-$229M	0.01%	340
2015 Q3	$245M	Sell	8,565,620 -15,969,416	-65%	-$512M	0.09%	204
2015 Q2	$801M	Buy	24,535,036 +6,080,120	+33%	+$192M	0.26%	96
2015 Q1	$562M	Buy	18,454,916 +5,267,616	+40%	+$153M	0.19%	130
2014 Q4	$398M	Buy	13,187,300 +2,331,300	+21%	+$66.2M	0.14%	162
2014 Q3	$319M	Buy	10,856,000 +4,466,000	+70%	+$126M	0.11%	183
2014 Q2	$172M	Hold	6,390,000	–	–	0.06%	244
2014 Q1	$175M	Hold	6,390,000	–	–	0.06%	234
2013 Q4	$166M	Hold	6,390,000	–	–	0.06%	230
2013 Q3	$135M	Buy	6,390,000 +969,428	+18%	+$21.1M	0.05%	245
2013 Q2	$115M	Buy	+5,420,572	New	+$100M	0.05%	251

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

Capital Research Global Investors's SCHW Position: Q1 2026 in Review

Capital Research Global Investors reduced its Charles Schwab (SCHW) stake by 0.27% in Q1 2026, selling an estimated $85.9K and leaving 329,573 shares worth $31M. The position accounts for ﹤0.01% of the portfolio, ranked #391.

Capital Research Global Investors first reported a position in SCHW in Q2 2013 and has held it in 44 quarters since. The position peaked at $2.4B in Q1 2018. 2,321 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Capital Research Global Investors held 329,573 shares of Charles Schwab worth $31M as of Q1 2026.
Capital Research Global Investors sold 876 Charles Schwab shares in Q1 2026, an estimated $85.9K.
Charles Schwab made up ﹤0.01% of Capital Research Global Investors's portfolio in Q1 2026, its #391 holding.
Capital Research Global Investors first reported a position in Charles Schwab in Q2 2013 and has held it in 44 quarters since.
Capital Research Global Investors's Charles Schwab position peaked at $2.4B in Q1 2018.
2,321 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Capital Research Global Investors's 13F filing for Q1 2026, filed 13 May 2026.