CFM
SCHW

Coronation Fund Managers’s Charles Schwab SCHW Stock Holding History

Coronation Fund Managers’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 		$49.9M Buy
530,439
+66,960
+14% +$6.57M 2.27% 13
2025
Q4 		$46.3M Buy
463,479
+2,689
+0.6% +$255K 2.08% 13
2025
Q3 		$44M Sell
460,790
-19,691
-4% -$1.87M 2.3% 12
2025
Q2 		$43.8M Sell
480,481
-80,382
-14% -$6.73M 2.38% 14
2025
Q1 		$43.9M Buy
560,863
+53,673
+11% +$4.21M 2.38% 15
2024
Q4 		$37.5M Buy
507,190
+17,175
+4% +$1.29M 2.21% 17
2024
Q3 		$31.8M Sell
490,015
-13,479
-3% -$885K 1.76% 22
2024
Q2 		$37.1M Sell
503,494
-861,571
-63% -$63.6M 2.14% 19
2024
Q1 		$98.7M Sell
1,365,065
-158,742
-10% -$10.5M 2.69% 6
2023
Q4 		$105M Buy
1,523,807
+480,172
+46% +$27.7M 2.92% 6
2023
Q3 		$57.3M Buy
1,043,635
+81,503
+8% +$4.93M 1.72% 18
2023
Q2 		$54.5M Buy
962,132
+836,955
+669% +$43.8M 1.47% 21
2023
Q1 		$6.56M Sell
125,177
-966,502
-89% -$70.8M 0.17% 103
2022
Q4 		$90.9M Buy
1,091,679
+417,749
+62% +$32.4M 2.53% 6
2022
Q3 		$48.4M Buy
673,930
+150,710
+29% +$10.5M 2.6% 11
2022
Q2 		$33.1M Buy
523,220
+184,948
+55% +$12.8M 1.84% 18
2022
Q1 		$28.5M Sell
338,272
-10,169
-3% -$895K 1.11% 26
2021
Q4 		$29.3M Buy
348,441
+261,436
+300% +$21.1M 1.08% 31
2021
Q3 		$6.34M Sell
87,005
-27,652
-24% -$1.97M 0.24% 47
2021
Q2 		$8.35M Sell
114,657
-44,393
-28% -$3.14M 0.26% 46
2021
Q1 		$10.4M Sell
159,050
-412,655
-72% -$25M 0.34% 43
2020
Q4 		$30.3M Sell
571,705
-75,782
-12% -$3.43M 0.96% 23
2020
Q3 		$23.5M Buy
647,487
+118,112
+22% +$4.11M 0.85% 26
2020
Q2 		$17.9M Buy
529,375
+96,002
+22% +$3.44M 0.68% 29
2020
Q1 		$14.6M Buy
+433,373
New +$18.2M 0.7% 24
2019
Q2 		– Sell
-30,790
Closed -$1.32M – 140
2019
Q1 		$1.32M Buy
+30,790
New +$1.39M 0.05% 115

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

Coronation Fund Managers's SCHW Position: Q1 2026 in Review

Coronation Fund Managers increased its Charles Schwab (SCHW) stake by 14% in Q1 2026, buying an estimated $6.57M and bringing the position to 530,439 shares worth $49.9M. The position accounts for 2.27% of the portfolio, ranked #13.

Coronation Fund Managers first reported a position in SCHW in Q1 2019 and has held it in 26 quarters since. The position peaked at $105M in Q4 2023. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Coronation Fund Managers held 530,439 shares of Charles Schwab worth $49.9M as of Q1 2026.
  • Coronation Fund Managers bought 66,960 Charles Schwab shares in Q1 2026, an estimated $6.57M.
  • Charles Schwab made up 2.27% of Coronation Fund Managers's portfolio in Q1 2026, its #13 holding.
  • Coronation Fund Managers first reported a position in Charles Schwab in Q1 2019 and has held it in 26 quarters since.
  • Coronation Fund Managers's Charles Schwab position peaked at $105M in Q4 2023.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Coronation Fund Managers's 13F filing for Q1 2026, filed 13 May 2026.