Hillsdale Investment Management’s Charles Schwab SCHW Stock Holding History

Hillsdale Investment Management’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	$1.08M	Buy	11,480 +1,800	+19%	+$177K	0.03%	364
2025 Q4	$967K	Hold	9,680	–	–	0.03%	375
2025 Q3	$924K	Buy	+9,680	New	+$919K	0.03%	372
2023 Q3	–	Sell	-610	Closed	-$34.6K	–	639
2023 Q2	$34.6K	Sell	610 -810	-57%	-$42.4K	﹤0.01%	414
2023 Q1	$74.4K	Buy	1,420 +1,120	+373%	+$82K	0.01%	482
2022 Q4	$25K	Buy	+300	New	+$23.3K	﹤0.01%	497
2022 Q1	–	Sell	-700	Closed	-$59K	–	609
2021 Q4	$59K	Buy	+700	New	+$56.6K	﹤0.01%	482
2021 Q3	–	Sell	-650	Closed	-$47K	–	630
2021 Q2	$47K	Hold	650	–	–	﹤0.01%	471
2021 Q1	$42K	Buy	+650	New	+$39.4K	﹤0.01%	471

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Hillsdale Investment Management's SCHW Position: Q1 2026 in Review

Hillsdale Investment Management increased its Charles Schwab (SCHW) stake by 19% in Q1 2026, buying an estimated $177K and bringing the position to 11,480 shares worth $1.08M. The position accounts for 0.03% of the portfolio, ranked #364.

Hillsdale Investment Management first reported a position in SCHW in Q1 2021 and has held it in 9 quarters since. 2,327 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Hillsdale Investment Management held 11,480 shares of Charles Schwab worth $1.08M as of Q1 2026.
Hillsdale Investment Management bought 1,800 Charles Schwab shares in Q1 2026, an estimated $177K.
Charles Schwab made up 0.03% of Hillsdale Investment Management's portfolio in Q1 2026, its #364 holding.
Hillsdale Investment Management first reported a position in Charles Schwab in Q1 2021 and has held it in 9 quarters since.
2,327 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Hillsdale Investment Management's 13F filing for Q1 2026, filed 4 May 2026.