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 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 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

Interchange Capital Partners's SCHW Position: Q1 2026 in Review

Interchange Capital Partners sold out of Charles Schwab (SCHW) in Q1 2026, closing a stake of 4,104 shares — an estimated $410K sold.

Interchange Capital Partners first reported a position in SCHW in Q4 2020 and held it in 4 quarters. The position peaked at $410K in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Interchange Capital Partners reported no remaining Charles Schwab position as of Q1 2026 after selling out during the quarter.
Interchange Capital Partners sold 4,104 Charles Schwab shares in Q1 2026, an estimated $410K.
Interchange Capital Partners first reported a position in Charles Schwab in Q4 2020 and held it in 4 quarters.
Interchange Capital Partners's Charles Schwab position peaked at $410K in Q4 2025.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.