FPCP
SCHW

Fort Point Capital Partners’s Charles Schwab SCHW Stock Holding History

Fort Point Capital Partners’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 		$318K Sell
3,381
-300
-8% -$29.4K 0.04% 181
2025
Q4 		$378K Buy
+3,681
New +$349K 0.04% 170

Other funds holding SCHW

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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

Fort Point Capital Partners's SCHW Position: Q1 2026 in Review

Fort Point Capital Partners reduced its Charles Schwab (SCHW) stake by 8.1% in Q1 2026, selling an estimated $29.4K and leaving 3,381 shares worth $318K. The position accounts for 0.04% of the portfolio, ranked #181.

Fort Point Capital Partners first reported a position in SCHW in Q4 2025 and has held it in 2 quarters since. The position peaked at $378K in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Fort Point Capital Partners held 3,381 shares of Charles Schwab worth $318K as of Q1 2026.
  • Fort Point Capital Partners sold 300 Charles Schwab shares in Q1 2026, an estimated $29.4K.
  • Charles Schwab made up 0.04% of Fort Point Capital Partners's portfolio in Q1 2026, its #181 holding.
  • Fort Point Capital Partners first reported a position in Charles Schwab in Q4 2025 and has held it in 2 quarters since.
  • Fort Point Capital Partners's Charles Schwab position peaked at $378K in Q4 2025.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.