HCPC
SCHW

Hamilton Capital Partners (Canada)’s Charles Schwab SCHW Stock Holding History

Hamilton Capital Partners (Canada)’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 		$7.8M Buy
84,573
+28,438
+51% +$2.59M 0.23% 79
2026
Q1 		$5.28M Sell
56,135
-5,068
-8% -$497K 0.18% 109
2025
Q4 		$6.11M Buy
61,203
+3,111
+5% +$295K 0.22% 82
2025
Q3 		$5.55M Sell
58,092
-2,843
-5% -$270K 0.23% 78
2025
Q2 		$5.56M Buy
60,935
+6,054
+11% +$507K 0.28% 73
2025
Q1 		$4.3M Buy
54,881
+7,972
+17% +$626K 0.28% 75
2024
Q4 		$3.47M Buy
46,909
+5,418
+13% +$405K 0.26% 83
2024
Q3 		$2.69M Buy
41,491
+11,828
+40% +$777K 0.23% 91
2024
Q2 		$2.19M Buy
29,663
+2,106
+8% +$156K 0.23% 87
2024
Q1 		$1.99M Buy
27,557
+22,757
+474% +$1.5M 0.24% 86
2023
Q4 		$330K Sell
4,800
-400
-8% -$23.1K 0.07% 93
2023
Q3 		$285K Hold
5,200
– – 0.1% 61
2023
Q2 		$295K Buy
+5,200
New +$272K 0.11% 54

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
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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Hamilton Capital Partners (Canada)'s SCHW Position: Q2 2026 in Review

Hamilton Capital Partners (Canada) increased its Charles Schwab (SCHW) stake by 51% in Q2 2026, buying an estimated $2.59M and bringing the position to 84,573 shares worth $7.8M. The position accounts for 0.23% of the portfolio, ranked #79.

Hamilton Capital Partners (Canada) first reported a position in SCHW in Q2 2023 and has held it in 13 quarters since. 2,201 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Hamilton Capital Partners (Canada) held 84,573 shares of Charles Schwab worth $7.8M as of Q2 2026.
  • Hamilton Capital Partners (Canada) bought 28,438 Charles Schwab shares in Q2 2026, an estimated $2.59M.
  • Charles Schwab made up 0.23% of Hamilton Capital Partners (Canada)'s portfolio in Q2 2026, its #79 holding.
  • Hamilton Capital Partners (Canada) first reported a position in Charles Schwab in Q2 2023 and has held it in 13 quarters since.
  • 2,201 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Hamilton Capital Partners (Canada)'s 13F filing for Q2 2026, filed 14 Aug 2026.