JG
SCHW

Jain Global’s Charles Schwab SCHW Stock Holding History

Jain Global’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 		$41.5M Sell
441,328
-209,429
-32% -$20.5M 0.17% 105
2025
Q4 		$65M Buy
650,757
+497,950
+326% +$47.2M 0.31% 52
2025
Q3 		$14.6M Buy
152,807
+5,252
+4% +$499K 0.07% 181
2025
Q2 		$13.5M Sell
147,555
-30,733
-17% -$2.57M 0.1% 179
2025
Q1 		$14M Buy
178,288
+148,135
+491% +$11.6M 0.17% 100
2024
Q4 		$2.23M Buy
+30,153
New +$2.26M 0.07% 221

Other funds holding SCHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Jain Global's SCHW Position: Q1 2026 in Review

Jain Global reduced its Charles Schwab (SCHW) stake by 32% in Q1 2026, selling an estimated $20.5M and leaving 441,328 shares worth $41.5M. The position accounts for 0.17% of the portfolio, ranked #105.

Jain Global first reported a position in SCHW in Q4 2024 and has held it in 6 quarters since. The position peaked at $65M in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Jain Global held 441,328 shares of Charles Schwab worth $41.5M as of Q1 2026.
  • Jain Global sold 209,429 Charles Schwab shares in Q1 2026, an estimated $20.5M.
  • Charles Schwab made up 0.17% of Jain Global's portfolio in Q1 2026, its #105 holding.
  • Jain Global first reported a position in Charles Schwab in Q4 2024 and has held it in 6 quarters since.
  • Jain Global's Charles Schwab position peaked at $65M in Q4 2025.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Jain Global's 13F filing for Q1 2026, filed 15 May 2026.