HCM
SCHW

Howard Capital Management’s Charles Schwab SCHW Stock Holding History

Howard Capital 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
Q2 		$1.09M Buy
11,801
+6,192
+110% +$565K 0.01% 259
2026
Q1 		$527K Sell
5,609
-5,630
-50% -$552K 0.01% 221
2025
Q4 		$1.12M Buy
11,239
+36
+0.3% +$3.42K 0.01% 229
2025
Q3 		$1.07M Buy
11,203
+354
+3% +$33.6K 0.01% 225
2025
Q2 		$990K Buy
10,849
+2,812
+35% +$235K 0.01% 226
2025
Q1 		$629K Sell
8,037
-1,044
-11% -$81.9K 0.02% 242
2024
Q4 		$672K Buy
9,081
+632
+7% +$47.3K 0.01% 260
2024
Q3 		$548K Buy
+8,449
New +$555K 0.01% 266

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

Howard Capital Management's SCHW Position: Q2 2026 in Review

Howard Capital Management increased its Charles Schwab (SCHW) stake by 110% in Q2 2026, buying an estimated $565K and bringing the position to 11,801 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #259.

Howard Capital Management first reported a position in SCHW in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.12M in Q4 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Howard Capital Management held 11,801 shares of Charles Schwab worth $1.09M as of Q2 2026.
  • Howard Capital Management bought 6,192 Charles Schwab shares in Q2 2026, an estimated $565K.
  • Charles Schwab made up 0.01% of Howard Capital Management's portfolio in Q2 2026, its #259 holding.
  • Howard Capital Management first reported a position in Charles Schwab in Q3 2024 and has held it in 8 quarters since.
  • Howard Capital Management's Charles Schwab position peaked at $1.12M in Q4 2025.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Howard Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.