Fielder Capital Group’s Charles Schwab SCHW Stock Holding History

Fielder Capital 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 Q2	$419K	Sell	4,540 -433	-9%	-$39.5K	0.09%	162
2026 Q1	$467K	Buy	4,973 +330	+7%	+$32.4K	0.1%	132
2025 Q4	$464K	Buy	4,643 +400	+9%	+$37.9K	0.1%	124
2025 Q3	$405K	Buy	4,243 +3	+0.1%	+$285	0.09%	133
2025 Q2	$387K	Sell	4,240 -200	-5%	-$16.7K	0.1%	129
2025 Q1	$348K	Buy	4,440 +1,063	+31%	+$83.4K	0.1%	133
2024 Q4	$250K	Buy	3,377 +237	+8%	+$17.7K	0.08%	170
2024 Q3	$203K	Sell	3,140 -39	-1%	-$2.56K	0.07%	205
2024 Q2	$234K	Buy	3,179 +17	+0.5%	+$1.26K	0.09%	151
2024 Q1	$229K	Buy	3,162 +34	+1%	+$2.24K	0.1%	141
2023 Q4	$215K	Buy	+3,128	New	+$181K	0.13%	129

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fielder Capital Group's SCHW Position: Q2 2026 in Review

Fielder Capital Group reduced its Charles Schwab (SCHW) stake by 8.7% in Q2 2026, selling an estimated $39.5K and leaving 4,540 shares worth $419K. The position accounts for 0.09% of the portfolio, ranked #162.

Fielder Capital Group first reported a position in SCHW in Q4 2023 and has held it in 11 quarters since. The position peaked at $467K in Q1 2026. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Fielder Capital Group held 4,540 shares of Charles Schwab worth $419K as of Q2 2026.
Fielder Capital Group sold 433 Charles Schwab shares in Q2 2026, an estimated $39.5K.
Charles Schwab made up 0.09% of Fielder Capital Group's portfolio in Q2 2026, its #162 holding.
Fielder Capital Group first reported a position in Charles Schwab in Q4 2023 and has held it in 11 quarters since.
Fielder Capital Group's Charles Schwab position peaked at $467K in Q1 2026.
2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Fielder Capital Group's 13F filing for Q2 2026, filed 6 Aug 2026.