Ceeto Capital Group’s Charles Schwab SCHW Stock Holding History

Ceeto Capital Group’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	$196K	Hold	2,125	–	–	0.05%	171
2026 Q1	$200K	Hold	2,125	–	–	0.06%	159
2025 Q4	$212K	Sell	2,125 -908	-30%	-$86.1K	0.06%	159
2025 Q3	$290K	Buy	3,033 +908	+43%	+$86.2K	0.08%	145
2025 Q2	$194K	Hold	2,125	–	–	0.07%	152
2025 Q1	$166K	Hold	2,125	–	–	0.06%	154
2024 Q4	$157K	Sell	2,125 -750	-26%	-$56.1K	0.06%	160
2024 Q3	$186K	Buy	+2,875	New	+$189K	0.07%	155
2019 Q2	–	Sell	-9,000	Closed	-$385K	–	140
2019 Q1	$385K	Hold	9,000	–	–	0.28%	96
2018 Q4	$374K	Hold	9,000	–	–	0.31%	89
2018 Q3	$442K	Hold	9,000	–	–	0.3%	87
2018 Q2	$460K	Hold	9,000	–	–	0.34%	84
2018 Q1	$470K	Buy	+9,000	New	+$482K	0.36%	82

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ceeto Capital Group's SCHW Position: Q2 2026 in Review

Ceeto Capital Group held its Charles Schwab (SCHW) position steady in Q2 2026 at 2,125 shares worth $196K. The position accounts for 0.05% of the portfolio, ranked #171.

Ceeto Capital Group first reported a position in SCHW in Q1 2018 and has held it in 13 quarters since. The position peaked at $470K in Q1 2018. 2,311 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Ceeto Capital Group held 2,125 shares of Charles Schwab worth $196K as of Q2 2026.
Ceeto Capital Group left its Charles Schwab share count unchanged in Q2 2026.
Charles Schwab made up 0.05% of Ceeto Capital Group's portfolio in Q2 2026, its #171 holding.
Ceeto Capital Group first reported a position in Charles Schwab in Q1 2018 and has held it in 13 quarters since.
Ceeto Capital Group's Charles Schwab position peaked at $470K in Q1 2018.
2,311 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Ceeto Capital Group's 13F filing for Q2 2026, filed 14 Aug 2026.