CG
SCHW

Corundum Group’s Charles Schwab SCHW Stock Holding History

Corundum Group’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 		$204K Sell
2,175
-315
-13% -$30.9K 0.07% 107
2025
Q4 		$249K Buy
+2,490
New +$236K 0.08% 103

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

Corundum Group's SCHW Position: Q1 2026 in Review

Corundum Group reduced its Charles Schwab (SCHW) stake by 13% in Q1 2026, selling an estimated $30.9K and leaving 2,175 shares worth $204K. The position accounts for 0.07% of the portfolio, ranked #107.

Corundum Group first reported a position in SCHW in Q4 2025 and has held it in 2 quarters since. The position peaked at $249K in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Corundum Group held 2,175 shares of Charles Schwab worth $204K as of Q1 2026.
  • Corundum Group sold 315 Charles Schwab shares in Q1 2026, an estimated $30.9K.
  • Charles Schwab made up 0.07% of Corundum Group's portfolio in Q1 2026, its #107 holding.
  • Corundum Group first reported a position in Charles Schwab in Q4 2025 and has held it in 2 quarters since.
  • Corundum Group's Charles Schwab position peaked at $249K in Q4 2025.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Corundum Group's 13F filing for Q1 2026, filed 20 Apr 2026.