F8IS
SCHW

Figure 8 Investment Strategies’s Charles Schwab SCHW Stock Holding History

Figure 8 Investment Strategies’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 		$1.63M Buy
17,331
+6,762
+64% +$663K 1.59% 27
2025
Q4 		$1.06M Buy
10,569
+345
+3% +$32.7K 0.94% 41
2025
Q3 		$976K Buy
10,224
+100
+1% +$9.49K 0.87% 42
2025
Q2 		$924K Buy
+10,124
New +$848K 0.9% 40

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

Figure 8 Investment Strategies's SCHW Position: Q1 2026 in Review

Figure 8 Investment Strategies increased its Charles Schwab (SCHW) stake by 64% in Q1 2026, buying an estimated $663K and bringing the position to 17,331 shares worth $1.63M. The position accounts for 1.59% of the portfolio, ranked #27.

Figure 8 Investment Strategies first reported a position in SCHW in Q2 2025 and has held it in 4 quarters since. 2,321 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Figure 8 Investment Strategies held 17,331 shares of Charles Schwab worth $1.63M as of Q1 2026.
  • Figure 8 Investment Strategies bought 6,762 Charles Schwab shares in Q1 2026, an estimated $663K.
  • Charles Schwab made up 1.59% of Figure 8 Investment Strategies's portfolio in Q1 2026, its #27 holding.
  • Figure 8 Investment Strategies first reported a position in Charles Schwab in Q2 2025 and has held it in 4 quarters since.
  • 2,321 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Figure 8 Investment Strategies's 13F filing for Q1 2026, filed 23 Apr 2026.