Charles Schwab
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Charles Schwab’s Regional Management Corp RM Stock Holding History

Charles Schwab’s Portfolio RM Stock Details RM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.15M Sell
159,827
-22,839
-13% -$794K ﹤0.01% 2392
2025
Q4 		$7.08M Buy
182,666
+32,075
+21% +$1.24M ﹤0.01% 2298
2025
Q3 		$5.87M Buy
150,591
+32,233
+27% +$1.21M ﹤0.01% 2362
2025
Q2 		$3.46M Buy
118,358
+33,138
+39% +$964K ﹤0.01% 2489
2025
Q1 		$2.57M Buy
85,220
+34,861
+69% +$1.17M ﹤0.01% 2534
2024
Q4 		$1.71M Buy
50,359
+992
+2% +$31.1K ﹤0.01% 2729
2024
Q3 		$1.61M Hold
49,367
– – ﹤0.01% 2772
2024
Q2 		$1.42M Sell
49,367
-19,319
-28% -$523K ﹤0.01% 2808
2024
Q1 		$1.66M Sell
68,686
-915
-1% -$22K ﹤0.01% 2648
2023
Q4 		$1.75M Hold
69,601
– – ﹤0.01% 2657
2023
Q3 		$1.93M Sell
69,601
-4,211
-6% -$125K ﹤0.01% 2613
2023
Q2 		$2.25M Buy
73,812
+560
+0.8% +$15.4K ﹤0.01% 2510
2023
Q1 		$1.91M Sell
73,252
-75,778
-51% -$2.35M ﹤0.01% 2539
2022
Q4 		$4.18M Buy
149,030
+24,014
+19% +$707K ﹤0.01% 2309
2022
Q3 		$3.51M Buy
125,016
+19,366
+18% +$704K ﹤0.01% 2402
2022
Q2 		$3.95M Buy
105,650
+10,918
+12% +$483K ﹤0.01% 2294
2022
Q1 		$4.6M Buy
94,732
+29,661
+46% +$1.5M ﹤0.01% 2319
2021
Q4 		$3.74M Buy
65,071
+13,744
+27% +$785K ﹤0.01% 2493
2021
Q3 		$2.99M Sell
51,327
-1,358
-3% -$74.9K ﹤0.01% 2603
2021
Q2 		$2.45M Sell
52,685
-6,990
-12% -$303K ﹤0.01% 2647
2021
Q1 		$2.07M Buy
59,675
+775
+1% +$25.3K ﹤0.01% 2654
2020
Q4 		$1.76M Hold
58,900
– – ﹤0.01% 2625
2020
Q3 		$982K Hold
58,900
– – ﹤0.01% 2684
2020
Q2 		$1.04M Hold
58,900
– – ﹤0.01% 2617
2020
Q1 		$805K Sell
58,900
-45,555
-44% -$1.12M ﹤0.01% 2546
2019
Q4 		$3.14M Sell
104,455
-28,434
-21% -$862K ﹤0.01% 2256
2019
Q3 		$3.74M Sell
132,889
-11,907
-8% -$318K ﹤0.01% 2124
2019
Q2 		$3.82M Buy
144,796
+1,343
+0.9% +$33.4K ﹤0.01% 2105
2019
Q1 		$3.5M Buy
143,453
+5,916
+4% +$158K ﹤0.01% 2148
2018
Q4 		$3.31M Buy
137,537
+38,961
+40% +$1.06M ﹤0.01% 2125
2018
Q3 		$2.84M Buy
98,576
+1,410
+1% +$46.9K ﹤0.01% 2312
2018
Q2 		$3.4M Sell
97,166
-19,661
-17% -$688K ﹤0.01% 2178
2018
Q1 		$3.72M Buy
116,827
+32,613
+39% +$965K ﹤0.01% 2086
2017
Q4 		$2.22M Buy
84,214
+68,514
+436% +$1.68M ﹤0.01% 2265
2017
Q3 		$381K Hold
15,700
– – ﹤0.01% 2795
2017
Q2 		$371K Sell
15,700
-148,200
-90% -$3.11M ﹤0.01% 2785
2017
Q1 		$3.19M Buy
163,900
+38,864
+31% +$869K ﹤0.01% 1997
2016
Q4 		$3.29M Sell
125,036
-5,136
-4% -$122K ﹤0.01% 1945
2016
Q3 		$2.82M Hold
130,172
– – ﹤0.01% 1965
2016
Q2 		$1.91M Buy
130,172
+36,569
+39% +$600K ﹤0.01% 2095
2016
Q1 		$1.6M Buy
93,603
+9,556
+11% +$140K ﹤0.01% 2155
2015
Q4 		$1.3M Buy
84,047
+60,360
+255% +$949K ﹤0.01% 2273
2015
Q3 		$368K Buy
23,687
+7,987
+51% +$136K ﹤0.01% 2747
2015
Q2 		$281K Hold
15,700
– – ﹤0.01% 2902
2015
Q1 		$232K Hold
15,700
– – ﹤0.01% 2918
2014
Q4 		$249K Hold
15,700
– – ﹤0.01% 2916
2014
Q3 		$282K Hold
15,700
– – ﹤0.01% 2831
2014
Q2 		$243K Buy
+15,700
New +$269K ﹤0.01% 2942
2014
Q1 		– Sell
-6,600
Closed -$224K – 3072
2013
Q4 		$224K Hold
6,600
– – ﹤0.01% 2926
2013
Q3 		$215K Buy
+6,600
New +$187K ﹤0.01% 2894

Other funds holding RM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab's RM Position: Q1 2026 in Review

Charles Schwab reduced its Regional Management Corp (RM) stake by 13% in Q1 2026, selling an estimated $794K and leaving 159,827 shares worth $5.15M. The position accounts for ﹤0.01% of the portfolio, ranked #2392.

Charles Schwab first reported a position in RM in Q3 2013 and has held it in 50 quarters since. The position peaked at $7.08M in Q4 2025. 113 funds tracked by Wall St. Rank hold RM as of Q1 2026.

  • Charles Schwab held 159,827 shares of Regional Management Corp worth $5.15M as of Q1 2026.
  • Charles Schwab sold 22,839 Regional Management Corp shares in Q1 2026, an estimated $794K.
  • Regional Management Corp made up ﹤0.01% of Charles Schwab's portfolio in Q1 2026, its #2392 holding.
  • Charles Schwab first reported a position in Regional Management Corp in Q3 2013 and has held it in 50 quarters since.
  • Charles Schwab's Regional Management Corp position peaked at $7.08M in Q4 2025.
  • 113 funds tracked by Wall St. Rank held Regional Management Corp as of Q1 2026.

Based on Charles Schwab's 13F filing for Q1 2026, filed 15 May 2026.