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
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 $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

Graney & King's SCHW Position: Q1 2026 in Review

Graney & King increased its Charles Schwab (SCHW) stake by 22% in Q1 2026, buying an estimated $19.7K and bringing the position to 1,129 shares worth $106K. The position accounts for 0.06% of the portfolio, ranked #93.

Graney & King first reported a position in SCHW in Q4 2024 and has held it in 6 quarters since. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Graney & King held 1,129 shares of Charles Schwab worth $106K as of Q1 2026.
  • Graney & King bought 201 Charles Schwab shares in Q1 2026, an estimated $19.7K.
  • Charles Schwab made up 0.06% of Graney & King's portfolio in Q1 2026, its #93 holding.
  • Graney & King first reported a position in Charles Schwab in Q4 2024 and has held it in 6 quarters since.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Graney & King's 13F filing for Q1 2026, filed 18 May 2026.