HHMI
SCHW

Howard Hughes Medical Institute’s Charles Schwab SCHW Stock Holding History

Howard Hughes Medical Institute’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 		– Sell
-360
Closed -$36K – 402
2025
Q4 		$36K Sell
360
-7
-2% -$664 0.02% 65
2025
Q3 		$35K Sell
367
-1
-0.3% -$95 0.02% 63
2025
Q2 		$33.6K Buy
+368
New +$30.8K 0.01% 63
2017
Q3 		– Sell
-17,817
Closed -$765K – 106
2017
Q2 		$765K Buy
17,817
+4,755
+36% +$190K 0.14% 81
2017
Q1 		$533K Buy
+13,062
New +$539K 0.1% 87

Other funds holding SCHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Howard Hughes Medical Institute's SCHW Position: Q1 2026 in Review

Howard Hughes Medical Institute sold out of Charles Schwab (SCHW) in Q1 2026, closing a stake of 360 shares — an estimated $36K sold.

Howard Hughes Medical Institute first reported a position in SCHW in Q1 2017 and held it in 5 quarters. The position peaked at $765K in Q2 2017. 2,321 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Howard Hughes Medical Institute reported no remaining Charles Schwab position as of Q1 2026 after selling out during the quarter.
  • Howard Hughes Medical Institute sold 360 Charles Schwab shares in Q1 2026, an estimated $36K.
  • Howard Hughes Medical Institute first reported a position in Charles Schwab in Q1 2017 and held it in 5 quarters.
  • Howard Hughes Medical Institute's Charles Schwab position peaked at $765K in Q2 2017.
  • 2,321 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Howard Hughes Medical Institute's 13F filing for Q1 2026, filed 15 May 2026.