DE
SCHW

DV Equities’s Charles Schwab SCHW Stock Holding History

DV Equities’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
2025
Q4 		$235K Buy
+2,350
New +$223K 0.04% 119

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

DV Equities's SCHW Position: Q4 2025 in Review

DV Equities opened a new position in Charles Schwab (SCHW) in Q4 2025: 2,350 shares worth $235K. The stake represents 0.04% of the portfolio and ranks #119 among its holdings.

2,326 funds tracked by Wall St. Rank hold SCHW as of Q4 2025.

  • DV Equities held 2,350 shares of Charles Schwab worth $235K as of Q4 2025.
  • Charles Schwab was a new DV Equities position in Q4 2025.
  • Charles Schwab made up 0.04% of DV Equities's portfolio in Q4 2025, its #119 holding.
  • 2,326 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2025.

Based on DV Equities's 13F filing for Q4 2025, filed 17 Feb 2026.