JMA
SCHW

J.M. Arbour’s Charles Schwab SCHW Stock Holding History

J.M. Arbour’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 		$214K Buy
2,324
+20
+0.9% +$1.82K 0.18% 125
2026
Q1 		$217K Sell
2,304
-122
-5% -$12K 0.21% 114
2025
Q4 		$242K Buy
+2,426
New +$230K 0.24% 98

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 $3.38T AUM 44.17% 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.M. Arbour's SCHW Position: Q2 2026 in Review

J.M. Arbour increased its Charles Schwab (SCHW) stake by 0.87% in Q2 2026, buying an estimated $1.82K and bringing the position to 2,324 shares worth $214K. The position accounts for 0.18% of the portfolio, ranked #125.

J.M. Arbour first reported a position in SCHW in Q4 2025 and has held it in 3 quarters since. The position peaked at $242K in Q4 2025. 2,318 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • J.M. Arbour held 2,324 shares of Charles Schwab worth $214K as of Q2 2026.
  • J.M. Arbour bought 20 Charles Schwab shares in Q2 2026, an estimated $1.82K.
  • Charles Schwab made up 0.18% of J.M. Arbour's portfolio in Q2 2026, its #125 holding.
  • J.M. Arbour first reported a position in Charles Schwab in Q4 2025 and has held it in 3 quarters since.
  • J.M. Arbour's Charles Schwab position peaked at $242K in Q4 2025.
  • 2,318 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on J.M. Arbour's 13F filing for Q2 2026, filed 14 Aug 2026.