Hara Capital’s Charles Schwab SCHW Stock Holding History

Hara 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 Q1	$940	Sell	10 -1,228	-99%	-$120K	﹤0.01%	301
2025 Q4	$124K	Sell	1,238 -81	-6%	-$7.68K	0.07%	138
2025 Q3	$126K	Sell	1,319 -1,759	-57%	-$167K	0.07%	137
2025 Q2	$281K	Sell	3,078 -5,249	-63%	-$440K	0.17%	109
2025 Q1	$652K	Sell	8,327 -9,757	-54%	-$766K	0.44%	54
2024 Q4	$1.34M	Buy	18,084 +8,472	+88%	+$634K	0.43%	56
2024 Q3	$623K	Buy	9,612 +2,480	+35%	+$163K	0.39%	55
2024 Q2	$526K	Hold	7,132	–	–	0.34%	72
2024 Q1	$516K	Buy	7,132 +400	+6%	+$26.3K	0.31%	77
2023 Q4	$463K	Buy	+6,732	New	+$389K	0.33%	73

Other funds holding SCHW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Hara Capital's SCHW Position: Q1 2026 in Review

Hara Capital reduced its Charles Schwab (SCHW) stake by 99% in Q1 2026, selling an estimated $120K and leaving 10 shares worth $940. The position accounts for ﹤0.01% of the portfolio, ranked #301.

Hara Capital first reported a position in SCHW in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.34M in Q4 2024. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Hara Capital held 10 shares of Charles Schwab worth $940 as of Q1 2026.
Hara Capital sold 1,228 Charles Schwab shares in Q1 2026, an estimated $120K.
Charles Schwab made up ﹤0.01% of Hara Capital's portfolio in Q1 2026, its #301 holding.
Hara Capital first reported a position in Charles Schwab in Q4 2023 and has held it in 10 quarters since.
Hara Capital's Charles Schwab position peaked at $1.34M in Q4 2024.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Hara Capital's 13F filing for Q1 2026, filed 14 May 2026.