JGC
SCHW

J. Goldman & Co’s Charles Schwab SCHW Stock Holding History

J. Goldman & Co’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 		– Sell
-29,997
Closed -$2.82M – 899
2026
Q1 		$2.82M Buy
+29,997
New +$2.94M 0.08% 268
2025
Q2 		– Sell
-33,428
Closed -$2.62M – 619
2025
Q1 		$2.62M Buy
+33,428
New +$2.62M 0.06% 268

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

J. Goldman & Co's SCHW Position: Q2 2026 in Review

J. Goldman & Co sold out of Charles Schwab (SCHW) in Q2 2026, closing a stake of 29,997 shares — an estimated $2.82M sold.

J. Goldman & Co first reported a position in SCHW in Q1 2025 and held it in 2 quarters. The position peaked at $2.82M in Q1 2026. 2,306 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • J. Goldman & Co reported no remaining Charles Schwab position as of Q2 2026 after selling out during the quarter.
  • J. Goldman & Co sold 29,997 Charles Schwab shares in Q2 2026, an estimated $2.82M.
  • J. Goldman & Co first reported a position in Charles Schwab in Q1 2025 and held it in 2 quarters.
  • J. Goldman & Co's Charles Schwab position peaked at $2.82M in Q1 2026.
  • 2,306 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on J. Goldman & Co's 13F filing for Q2 2026, filed 14 Aug 2026.