CCM
SCHW

Chaney Capital Management’s Charles Schwab SCHW Stock Holding History

Chaney Capital Management’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 		$2.98M Buy
31,707
+227
+0.7% +$22.3K 1.05% 14
2025
Q4 		$3.15M Buy
31,480
+294
+0.9% +$27.9K 1.09% 14
2025
Q3 		$2.98M Buy
31,186
+327
+1% +$31K 1.06% 14
2025
Q2 		$2.82M Buy
30,859
+29
+0.1% +$2.43K 1.1% 14
2025
Q1 		$2.41M Buy
30,830
+100
+0.3% +$7.85K 1.08% 14
2024
Q4 		$2.27M Buy
30,730
+7
+0% +$524 1.08% 14
2024
Q3 		$1.99M Buy
30,723
+2,645
+9% +$174K 1.12% 13
2024
Q2 		$2.07M Buy
28,078
+7,155
+34% +$529K 1.37% 12
2024
Q1 		$1.51M Buy
20,923
+1,500
+8% +$98.8K 1.22% 10
2023
Q4 		$1.34M Buy
+19,423
New +$1.12M 1.19% 10

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

Chaney Capital Management's SCHW Position: Q1 2026 in Review

Chaney Capital Management increased its Charles Schwab (SCHW) stake by 0.72% in Q1 2026, buying an estimated $22.3K and bringing the position to 31,707 shares worth $2.98M. The position accounts for 1.05% of the portfolio, ranked #14.

Chaney Capital Management first reported a position in SCHW in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.15M in Q4 2025. 2,321 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Chaney Capital Management held 31,707 shares of Charles Schwab worth $2.98M as of Q1 2026.
  • Chaney Capital Management bought 227 Charles Schwab shares in Q1 2026, an estimated $22.3K.
  • Charles Schwab made up 1.05% of Chaney Capital Management's portfolio in Q1 2026, its #14 holding.
  • Chaney Capital Management first reported a position in Charles Schwab in Q4 2023 and has held it in 10 quarters since.
  • Chaney Capital Management's Charles Schwab position peaked at $3.15M in Q4 2025.
  • 2,321 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Chaney Capital Management's 13F filing for Q1 2026, filed 11 May 2026.