GK
SCHW

Graney & King’s Charles Schwab SCHW Stock Holding History

Graney & King’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 		$104K Hold
1,129
– – 0.04% 103
2026
Q1 		$106K Buy
1,129
+201
+22% +$19.7K 0.06% 93
2025
Q4 		$92.7K Hold
928
– – 0.05% 95
2025
Q3 		$88.6K Hold
928
– – 0.06% 96
2025
Q2 		$84.7K Hold
928
– – 0.06% 93
2025
Q1 		$72.6K Hold
928
– – 0.05% 94
2024
Q4 		$68.7K Buy
+928
New +$69.4K 0.05% 101

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

Graney & King's SCHW Position: Q2 2026 in Review

Graney & King held its Charles Schwab (SCHW) position steady in Q2 2026 at 1,129 shares worth $104K. The position accounts for 0.04% of the portfolio, ranked #103.

Graney & King first reported a position in SCHW in Q4 2024 and has held it in 7 quarters since. The position peaked at $106K in Q1 2026. 2,311 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Graney & King held 1,129 shares of Charles Schwab worth $104K as of Q2 2026.
  • Graney & King left its Charles Schwab share count unchanged in Q2 2026.
  • Charles Schwab made up 0.04% of Graney & King's portfolio in Q2 2026, its #103 holding.
  • Graney & King first reported a position in Charles Schwab in Q4 2024 and has held it in 7 quarters since.
  • Graney & King's Charles Schwab position peaked at $106K in Q1 2026.
  • 2,311 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Graney & King's 13F filing for Q2 2026, filed 7 Aug 2026.