Gould Capital’s Charles Schwab SCHW Stock Holding History

Gould 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	$55.4K	Hold	600	–	–	0.03%	90
2026 Q1	$56.4K	Hold	600	–	–	0.03%	76
2025 Q4	$59.9K	Hold	600	–	–	0.04%	76
2025 Q3	$57.3K	Hold	600	–	–	0.04%	81
2025 Q2	$54.7K	Hold	600	–	–	0.04%	79
2025 Q1	$47K	Hold	600	–	–	0.03%	80
2024 Q4	$44.4K	Hold	600	–	–	0.03%	84
2024 Q3	$38.9K	Hold	600	–	–	0.03%	88
2024 Q2	$44.2K	Hold	600	–	–	0.03%	85
2024 Q1	$43.4K	Sell	600 -200	-25%	-$13.2K	0.03%	87
2023 Q4	$55K	Hold	800	–	–	0.04%	78
2023 Q3	$42.8K	Hold	800	–	–	0.03%	83
2023 Q2	$45.3K	Hold	800	–	–	0.03%	85
2023 Q1	$41.9K	Buy	800 +200	+33%	+$14.6K	0.03%	83
2022 Q4	$50K	Hold	600	–	–	0.04%	79
2022 Q3	$43K	Hold	600	–	–	0.04%	75
2022 Q2	$38K	Hold	600	–	–	0.03%	87
2022 Q1	$51K	Hold	600	–	–	0.04%	76
2021 Q4	$50K	Buy	+600	New	+$48.5K	0.04%	85

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Gould Capital's SCHW Position: Q2 2026 in Review

Gould Capital held its Charles Schwab (SCHW) position steady in Q2 2026 at 600 shares worth $55.4K. The position accounts for 0.03% of the portfolio, ranked #90.

Gould Capital first reported a position in SCHW in Q4 2021 and has held it in 19 quarters since. The position peaked at $59.9K in Q4 2025. 2,312 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Gould Capital held 600 shares of Charles Schwab worth $55.4K as of Q2 2026.
Gould Capital left its Charles Schwab share count unchanged in Q2 2026.
Charles Schwab made up 0.03% of Gould Capital's portfolio in Q2 2026, its #90 holding.
Gould Capital first reported a position in Charles Schwab in Q4 2021 and has held it in 19 quarters since.
Gould Capital's Charles Schwab position peaked at $59.9K in Q4 2025.
2,312 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Gould Capital's 13F filing for Q2 2026, filed 7 Aug 2026.