HCM
SCHW

Hutchinson Capital Management’s Charles Schwab SCHW Stock Holding History

Hutchinson 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
Q1 		– Sell
-2,108
Closed -$211K – 103
2025
Q4 		$211K Buy
2,108
+7
+0.3% +$664 0.04% 92
2025
Q3 		$201K Buy
+2,101
New +$199K 0.03% 96

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Dodge & Cox
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JP Morgan Chase
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Hutchinson Capital Management's SCHW Position: Q1 2026 in Review

Hutchinson Capital Management sold out of Charles Schwab (SCHW) in Q1 2026, closing a stake of 2,108 shares — an estimated $211K sold.

Hutchinson Capital Management first reported a position in SCHW in Q3 2025 and held it in 2 quarters. The position peaked at $211K in Q4 2025. 2,326 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Hutchinson Capital Management reported no remaining Charles Schwab position as of Q1 2026 after selling out during the quarter.
  • Hutchinson Capital Management sold 2,108 Charles Schwab shares in Q1 2026, an estimated $211K.
  • Hutchinson Capital Management first reported a position in Charles Schwab in Q3 2025 and held it in 2 quarters.
  • Hutchinson Capital Management's Charles Schwab position peaked at $211K in Q4 2025.
  • 2,326 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Hutchinson Capital Management's 13F filing for Q1 2026, filed 12 May 2026.