Insight 2811 Inc’s Charles Schwab SCHW Stock Holding History

Insight 2811 Inc’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	$1.34M	Sell	14,261 -19	-0.1%	-$1.86K	0.56%	24
2025 Q4	$1.43M	Buy	+14,280	New	+$1.35M	0.63%	21
2021 Q3	–	Sell	-3,559	Closed	-$259K	–	84
2021 Q2	$259K	Hold	3,559	–	–	0.15%	72
2021 Q1	$232K	Sell	3,559 -324	-8%	-$19.6K	0.14%	67
2020 Q4	$206K	Buy	+3,883	New	+$176K	0.12%	70

Other funds holding SCHW

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Insight 2811 Inc's SCHW Position: Q1 2026 in Review

Insight 2811 Inc reduced its Charles Schwab (SCHW) stake by 0.13% in Q1 2026, selling an estimated $1.86K and leaving 14,261 shares worth $1.34M. The position accounts for 0.56% of the portfolio, ranked #24.

Insight 2811 Inc first reported a position in SCHW in Q4 2020 and has held it in 5 quarters since. The position peaked at $1.43M in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Insight 2811 Inc held 14,261 shares of Charles Schwab worth $1.34M as of Q1 2026.
Insight 2811 Inc sold 19 Charles Schwab shares in Q1 2026, an estimated $1.86K.
Charles Schwab made up 0.56% of Insight 2811 Inc's portfolio in Q1 2026, its #24 holding.
Insight 2811 Inc first reported a position in Charles Schwab in Q4 2020 and has held it in 5 quarters since.
Insight 2811 Inc's Charles Schwab position peaked at $1.43M in Q4 2025.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Insight 2811 Inc's 13F filing for Q1 2026, filed 7 May 2026.