ICP
SCHW

Interchange Capital Partners’s Charles Schwab SCHW Stock Holding History

Interchange Capital Partners’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 		$267K Buy
+2,893
New +$264K 0.05% 330
2026
Q1 		– Sell
-4,104
Closed -$410K – 431
2025
Q4 		$410K Buy
4,104
+112
+3% +$10.6K 0.08% 231
2025
Q3 		$381K Buy
3,992
+1,711
+75% +$162K 0.07% 222
2025
Q2 		$208K Buy
+2,281
New +$191K 0.05% 268
2021
Q1 		– Sell
-1,718
Closed -$91K – 936
2020
Q4 		$91K Buy
+1,718
New +$77.8K 0.05% 317

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

Interchange Capital Partners's SCHW Position: Q2 2026 in Review

Interchange Capital Partners opened a new position in Charles Schwab (SCHW) in Q2 2026: 2,893 shares worth $267K. The stake represents 0.05% of the portfolio and ranks #330 among its holdings. This is a return to the name: Interchange Capital Partners previously reported a position in SCHW as recently as Q4 2025.

Interchange Capital Partners first reported a position in SCHW in Q4 2020 and has held it in 5 quarters since. The position peaked at $410K in Q4 2025. 2,311 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Interchange Capital Partners held 2,893 shares of Charles Schwab worth $267K as of Q2 2026.
  • Charles Schwab was a new Interchange Capital Partners position in Q2 2026.
  • Charles Schwab made up 0.05% of Interchange Capital Partners's portfolio in Q2 2026, its #330 holding.
  • Interchange Capital Partners first reported a position in Charles Schwab in Q4 2020 and has held it in 5 quarters since.
  • Interchange Capital Partners's Charles Schwab position peaked at $410K in Q4 2025.
  • 2,311 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.