HC
SCHW

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
Q2 		– Sell
-10
Closed -$940 – 314
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
-715
-8% -$56.1K 0.44% 54
2024
Q4 		$669K Sell
9,042
-570
-6% -$42.7K 0.42% 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
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

Hara Capital's SCHW Position: Q2 2026 in Review

Hara Capital sold out of Charles Schwab (SCHW) in Q2 2026, closing a stake of 10 shares — an estimated $940 sold.

Hara Capital first reported a position in SCHW in Q4 2023 and held it in 10 quarters. The position peaked at $669K in Q4 2024. 2,311 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Hara Capital reported no remaining Charles Schwab position as of Q2 2026 after selling out during the quarter.
  • Hara Capital sold 10 Charles Schwab shares in Q2 2026, an estimated $940.
  • Hara Capital first reported a position in Charles Schwab in Q4 2023 and held it in 10 quarters.
  • Hara Capital's Charles Schwab position peaked at $669K in Q4 2024.
  • 2,311 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Hara Capital's 13F filing for Q2 2026, filed 11 Aug 2026.