DRD
SCHW

Dennis R. Delaney’s Charles Schwab SCHW Stock Holding History

Dennis R. Delaney’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 		$5.24M Buy
56,825
+6,685
+13% +$610K 1.67% 26
2026
Q1 		$4.71M Buy
50,140
+23,187
+86% +$2.27M 1.67% 26
2025
Q4 		$2.69M Buy
26,953
+7,188
+36% +$682K 1.35% 30
2025
Q3 		$1.89M Buy
19,765
+7,265
+58% +$690K 0.95% 30
2025
Q2 		$1.14M Buy
12,500
+5,145
+70% +$431K 0.59% 35
2025
Q1 		$576K Buy
+7,355
New +$577K 0.31% 38

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

Dennis R. Delaney's SCHW Position: Q2 2026 in Review

Dennis R. Delaney increased its Charles Schwab (SCHW) stake by 13% in Q2 2026, buying an estimated $610K and bringing the position to 56,825 shares worth $5.24M. The position accounts for 1.67% of the portfolio, ranked #26.

Dennis R. Delaney first reported a position in SCHW in Q1 2025 and has held it in 6 quarters since. 2,311 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Dennis R. Delaney held 56,825 shares of Charles Schwab worth $5.24M as of Q2 2026.
  • Dennis R. Delaney bought 6,685 Charles Schwab shares in Q2 2026, an estimated $610K.
  • Charles Schwab made up 1.67% of Dennis R. Delaney's portfolio in Q2 2026, its #26 holding.
  • Dennis R. Delaney first reported a position in Charles Schwab in Q1 2025 and has held it in 6 quarters since.
  • 2,311 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Dennis R. Delaney's 13F filing for Q2 2026, filed 21 Aug 2026.