CC
SCHW

Clearwave Capital’s Charles Schwab SCHW Stock Holding History

Clearwave Capital’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 		$229K Sell
2,483
-1,501
-38% -$137K 0.13% 146
2026
Q1 		$374K Buy
3,984
+744
+23% +$73K 0.26% 96
2025
Q4 		$324K Buy
+3,240
New +$307K 0.24% 104

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Clearwave Capital's SCHW Position: Q2 2026 in Review

Clearwave Capital reduced its Charles Schwab (SCHW) stake by 38% in Q2 2026, selling an estimated $137K and leaving 2,483 shares worth $229K. The position accounts for 0.13% of the portfolio, ranked #146.

Clearwave Capital first reported a position in SCHW in Q4 2025 and has held it in 3 quarters since. The position peaked at $374K in Q1 2026. 2,296 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Clearwave Capital held 2,483 shares of Charles Schwab worth $229K as of Q2 2026.
  • Clearwave Capital sold 1,501 Charles Schwab shares in Q2 2026, an estimated $137K.
  • Charles Schwab made up 0.13% of Clearwave Capital's portfolio in Q2 2026, its #146 holding.
  • Clearwave Capital first reported a position in Charles Schwab in Q4 2025 and has held it in 3 quarters since.
  • Clearwave Capital's Charles Schwab position peaked at $374K in Q1 2026.
  • 2,296 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Clearwave Capital's 13F filing for Q2 2026, filed 20 Jul 2026.