GC
SCHW

Garde Capital’s Charles Schwab SCHW Stock Holding History

Garde Capital’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 		$1.76M Sell
19,108
-826
-4% -$75.3K 0.08% 85
2026
Q1 		$1.87M Buy
+19,934
New +$1.96M 0.11% 63
2025
Q3 		– Sell
-45
Closed -$4.11K – 691
2025
Q2 		$4.11K Hold
45
– – ﹤0.01% 574
2025
Q1 		$3.52K Buy
+45
New +$3.53K ﹤0.01% 563
2024
Q3 		– Sell
-1,788
Closed -$132K – 274
2024
Q2 		$132K Sell
1,788
-1,250
-41% -$92.3K 0.01% 237
2024
Q1 		$219K Buy
3,038
+1,373
+82% +$90.4K 0.02% 196
2023
Q4 		$115K Sell
1,665
-1,498
-47% -$86.5K 0.01% 257
2023
Q3 		$174K Sell
3,163
-5,195
-62% -$314K 0.01% 205
2023
Q2 		$474K Buy
8,358
+430
+5% +$22.5K 0.04% 144
2023
Q1 		$415K Buy
7,928
+1,721
+28% +$126K 0.05% 125
2022
Q4 		$517K Buy
6,207
+2,660
+75% +$206K 0.06% 116
2022
Q3 		$255K Sell
3,547
-3,923
-53% -$272K 0.03% 146
2022
Q2 		$472K Buy
+7,470
New +$515K 0.06% 117
2018
Q4 		– Sell
-5,022
Closed -$238K – 169
2018
Q3 		$238K Hold
5,022
– – 0.04% 159
2018
Q2 		$257K Hold
5,022
– – 0.04% 147
2018
Q1 		$262K Hold
5,022
– – 0.05% 142
2017
Q4 		$258K Sell
5,022
-389
-7% -$18.3K 0.05% 145
2017
Q3 		$237K Buy
5,411
+604
+13% +$25.1K 0.05% 152
2017
Q2 		$207K Buy
+4,807
New +$192K 0.05% 128

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

Garde Capital's SCHW Position: Q2 2026 in Review

Garde Capital reduced its Charles Schwab (SCHW) stake by 4.1% in Q2 2026, selling an estimated $75.3K and leaving 19,108 shares worth $1.76M. The position accounts for 0.08% of the portfolio, ranked #85.

Garde Capital first reported a position in SCHW in Q2 2017 and has held it in 19 quarters since. The position peaked at $1.87M in Q1 2026. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Garde Capital held 19,108 shares of Charles Schwab worth $1.76M as of Q2 2026.
  • Garde Capital sold 826 Charles Schwab shares in Q2 2026, an estimated $75.3K.
  • Charles Schwab made up 0.08% of Garde Capital's portfolio in Q2 2026, its #85 holding.
  • Garde Capital first reported a position in Charles Schwab in Q2 2017 and has held it in 19 quarters since.
  • Garde Capital's Charles Schwab position peaked at $1.87M in Q1 2026.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Garde Capital's 13F filing for Q2 2026, filed 31 Jul 2026.