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 Q3	$289K	Buy	2,960 +67	+2%	+$7.06K	0.05%	324
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Interchange Capital Partners's SCHW Position: Q3 2026 in Review

Interchange Capital Partners increased its Charles Schwab (SCHW) stake by 2.3% in Q3 2026, buying an estimated $7.06K and bringing the position to 2,960 shares worth $289K. The position accounts for 0.05% of the portfolio, ranked #324.

Interchange Capital Partners first reported a position in SCHW in Q4 2020 and has held it in 6 quarters since. The position peaked at $410K in Q4 2025. 1,350 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

Interchange Capital Partners held 2,960 shares of Charles Schwab worth $289K as of Q3 2026.
Interchange Capital Partners bought 67 Charles Schwab shares in Q3 2026, an estimated $7.06K.
Charles Schwab made up 0.05% of Interchange Capital Partners's portfolio in Q3 2026, its #324 holding.
Interchange Capital Partners first reported a position in Charles Schwab in Q4 2020 and has held it in 6 quarters since.
Interchange Capital Partners's Charles Schwab position peaked at $410K in Q4 2025.
1,350 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on Interchange Capital Partners's 13F filing for Q3 2026, filed 28 Oct 2026.