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
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 $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

Dennis R. Delaney's SCHW Position: Q1 2026 in Review

Dennis R. Delaney increased its Charles Schwab (SCHW) stake by 86% in Q1 2026, buying an estimated $2.27M and bringing the position to 50,140 shares worth $4.71M. 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 5 quarters since. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Dennis R. Delaney held 50,140 shares of Charles Schwab worth $4.71M as of Q1 2026.
  • Dennis R. Delaney bought 23,187 Charles Schwab shares in Q1 2026, an estimated $2.27M.
  • Charles Schwab made up 1.67% of Dennis R. Delaney's portfolio in Q1 2026, its #26 holding.
  • Dennis R. Delaney first reported a position in Charles Schwab in Q1 2025 and has held it in 5 quarters since.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Dennis R. Delaney's 13F filing for Q1 2026, filed 14 May 2026.