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
Q2 		$300K Sell
3,249
-132
-4% -$12K 0.02% 208
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fort Point Capital Partners's SCHW Position: Q2 2026 in Review

Fort Point Capital Partners reduced its Charles Schwab (SCHW) stake by 3.9% in Q2 2026, selling an estimated $12K and leaving 3,249 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #208.

Fort Point Capital Partners first reported a position in SCHW in Q4 2025 and has held it in 3 quarters since. The position peaked at $378K in Q4 2025. 2,314 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Fort Point Capital Partners held 3,249 shares of Charles Schwab worth $300K as of Q2 2026.
  • Fort Point Capital Partners sold 132 Charles Schwab shares in Q2 2026, an estimated $12K.
  • Charles Schwab made up 0.02% of Fort Point Capital Partners's portfolio in Q2 2026, its #208 holding.
  • Fort Point Capital Partners first reported a position in Charles Schwab in Q4 2025 and has held it in 3 quarters since.
  • Fort Point Capital Partners's Charles Schwab position peaked at $378K in Q4 2025.
  • 2,314 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Fort Point Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.