FRA
SCHW

Frank Rimerman Advisors’s Charles Schwab SCHW Stock Holding History

Frank Rimerman Advisors’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 		$1.86M Sell
19,784
-5,106
-21% -$501K 0.12% 136
2025
Q4 		$2.49M Buy
24,890
+4,075
+20% +$387K 0.16% 105
2025
Q3 		$1.99M Buy
20,815
+917
+5% +$87K 0.13% 125
2025
Q2 		$1.82M Buy
19,898
+3,364
+20% +$282K 0.12% 129
2025
Q1 		$1.29M Buy
16,534
+2,472
+18% +$194K 0.1% 164
2024
Q4 		$1.04M Sell
14,062
-7
-0% -$524 0.08% 192
2024
Q3 		$912K Sell
14,069
-3,921
-22% -$258K 0.06% 231
2024
Q2 		$1.33M Buy
17,990
+16,232
+923% +$1.2M 0.09% 169
2024
Q1 		$127K Sell
1,758
-75
-4% -$4.94K 0.02% 107
2023
Q4 		$126K Buy
+1,833
New +$106K 0.03% 107

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

Frank Rimerman Advisors's SCHW Position: Q1 2026 in Review

Frank Rimerman Advisors reduced its Charles Schwab (SCHW) stake by 21% in Q1 2026, selling an estimated $501K and leaving 19,784 shares worth $1.86M. The position accounts for 0.12% of the portfolio, ranked #136.

Frank Rimerman Advisors first reported a position in SCHW in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.49M in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Frank Rimerman Advisors held 19,784 shares of Charles Schwab worth $1.86M as of Q1 2026.
  • Frank Rimerman Advisors sold 5,106 Charles Schwab shares in Q1 2026, an estimated $501K.
  • Charles Schwab made up 0.12% of Frank Rimerman Advisors's portfolio in Q1 2026, its #136 holding.
  • Frank Rimerman Advisors first reported a position in Charles Schwab in Q4 2023 and has held it in 10 quarters since.
  • Frank Rimerman Advisors's Charles Schwab position peaked at $2.49M in Q4 2025.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.