FCM
SCHW

Fire Capital Management’s Charles Schwab SCHW Stock Holding History

Fire Capital 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
2026
Q1 		$338K Hold
3,600
– – 0.16% 90
2025
Q4 		$360K Buy
+3,600
New +$342K 0.18% 90

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VCM
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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

Fire Capital Management's SCHW Position: Q1 2026 in Review

Fire Capital Management held its Charles Schwab (SCHW) position steady in Q1 2026 at 3,600 shares worth $338K. The position accounts for 0.16% of the portfolio, ranked #90.

Fire Capital Management first reported a position in SCHW in Q4 2025 and has held it in 2 quarters since. The position peaked at $360K in Q4 2025. 2,321 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Fire Capital Management held 3,600 shares of Charles Schwab worth $338K as of Q1 2026.
  • Fire Capital Management left its Charles Schwab share count unchanged in Q1 2026.
  • Charles Schwab made up 0.16% of Fire Capital Management's portfolio in Q1 2026, its #90 holding.
  • Fire Capital Management first reported a position in Charles Schwab in Q4 2025 and has held it in 2 quarters since.
  • Fire Capital Management's Charles Schwab position peaked at $360K in Q4 2025.
  • 2,321 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Fire Capital Management's 13F filing for Q1 2026, filed 8 May 2026.