Hamilton Capital’s Charles Schwab SCHW Stock Holding History

Hamilton 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	–	Sell	-2,342	Closed	-$220K	–	171
2026 Q1	$220K	Sell	2,342 -451	-16%	-$44.2K	0.01%	137
2025 Q4	$279K	Buy	+2,793	New	+$265K	0.01%	117

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

Hamilton Capital's SCHW Position: Q2 2026 in Review

Hamilton Capital sold out of Charles Schwab (SCHW) in Q2 2026, closing a stake of 2,342 shares — an estimated $220K sold.

Hamilton Capital first reported a position in SCHW in Q4 2025 and held it in 2 quarters. The position peaked at $279K in Q4 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Hamilton Capital reported no remaining Charles Schwab position as of Q2 2026 after selling out during the quarter.
Hamilton Capital sold 2,342 Charles Schwab shares in Q2 2026, an estimated $220K.
Hamilton Capital first reported a position in Charles Schwab in Q4 2025 and held it in 2 quarters.
Hamilton Capital's Charles Schwab position peaked at $279K in Q4 2025.
2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Hamilton Capital's 13F filing for Q2 2026, filed 17 Aug 2026.