Clear Investment Research’s Charles Schwab SCHW Stock Holding History

Clear Investment Research’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	–	Sell	-180	Closed	-$16.9K	–	187
2026 Q1	$16.9K	Buy	+180	New	+$17.7K	0.03%	152
2025 Q4	–	Sell	-180	Closed	-$17.2K	–	195
2025 Q3	$17.2K	Hold	180	–	–	0.02%	165
2025 Q2	$16.4K	Hold	180	–	–	0.02%	150
2025 Q1	$14.1K	Hold	180	–	–	0.02%	152
2024 Q4	$13.3K	Hold	180	–	–	0.02%	155
2024 Q3	$11.7K	Hold	180	–	–	0.02%	155
2024 Q2	$13.3K	Hold	180	–	–	0.02%	145
2024 Q1	$13K	Hold	180	–	–	0.02%	153
2023 Q4	$12.4K	Hold	180	–	–	0.02%	169
2023 Q3	$9.88K	Hold	180	–	–	0.02%	132
2023 Q2	$10.2K	Buy	180 +154	+592%	+$8.07K	0.02%	133
2023 Q1	$1.36K	Hold	26	–	–	﹤0.01%	159
2022 Q4	$2K	Buy	+26	New	+$2.02K	﹤0.01%	150
2019 Q4	–	Sell	-10	Closed	–	–	333
2019 Q3	$0	Hold	10	–	–	﹤0.01%	364
2019 Q2	$0	Hold	10	–	–	﹤0.01%	363
2019 Q1	$0	Hold	10	–	–	﹤0.01%	350
2018 Q4	$0	Hold	10	–	–	﹤0.01%	351
2018 Q3	$0	Buy	+10	New	+$511	﹤0.01%	356

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

Clear Investment Research's SCHW Position: Q2 2026 in Review

Clear Investment Research sold out of Charles Schwab (SCHW) in Q2 2026, closing a stake of 180 shares — an estimated $16.9K sold.

Clear Investment Research first reported a position in SCHW in Q3 2018 and held it in 18 quarters. The position peaked at $17.2K in Q3 2025. 2,307 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Clear Investment Research reported no remaining Charles Schwab position as of Q2 2026 after selling out during the quarter.
Clear Investment Research sold 180 Charles Schwab shares in Q2 2026, an estimated $16.9K.
Clear Investment Research first reported a position in Charles Schwab in Q3 2018 and held it in 18 quarters.
Clear Investment Research's Charles Schwab position peaked at $17.2K in Q3 2025.
2,307 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.