EAM
SCHW

Eschler Asset Management’s Charles Schwab SCHW Stock Holding History

Eschler Asset Management’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 		– Sell
-10,724
Closed -$1.02M – 86
2025
Q3 		$1.02M Buy
+10,724
New +$1.02M 0.76% 20
2025
Q2 		– Sell
-10,345
Closed -$810K – 73
2025
Q1 		$810K Sell
10,345
-379
-4% -$29.7K 2% 20
2024
Q4 		$794K Buy
10,724
+379
+4% +$28.4K 1.87% 16
2024
Q3 		$670K Hold
10,345
– – 1% 28
2024
Q2 		$762K Buy
+10,345
New +$764K 0.6% 25
2024
Q1 		– Sell
-15,024
Closed -$935K – 120
2023
Q4 		$935K Buy
+15,024
New +$868K 0.74% 34

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Eschler Asset Management's SCHW Position: Q4 2025 in Review

Eschler Asset Management sold out of Charles Schwab (SCHW) in Q4 2025, closing a stake of 10,724 shares — an estimated $1.02M sold.

Eschler Asset Management first reported a position in SCHW in Q4 2023 and held it in 6 quarters. The position peaked at $1.02M in Q3 2025. 2,316 funds tracked by Wall St. Rank hold SCHW as of Q4 2025.

  • Eschler Asset Management reported no remaining Charles Schwab position as of Q4 2025 after selling out during the quarter.
  • Eschler Asset Management sold 10,724 Charles Schwab shares in Q4 2025, an estimated $1.02M.
  • Eschler Asset Management first reported a position in Charles Schwab in Q4 2023 and held it in 6 quarters.
  • Eschler Asset Management's Charles Schwab position peaked at $1.02M in Q3 2025.
  • 2,316 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2025.

Based on Eschler Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.