JSF Financial’s Charles Schwab SCHW Stock Holding History

JSF Financial’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	-2,018	Closed	-$202K	–	134
2025 Q4	$202K	Buy	+2,018	New	+$191K	0.04%	129

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

JSF Financial's SCHW Position: Q1 2026 in Review

JSF Financial sold out of Charles Schwab (SCHW) in Q1 2026, closing a stake of 2,018 shares — an estimated $202K sold.

JSF Financial first reported a position in SCHW in Q4 2025 and held it in 1 quarter. The position peaked at $202K in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

JSF Financial reported no remaining Charles Schwab position as of Q1 2026 after selling out during the quarter.
JSF Financial sold 2,018 Charles Schwab shares in Q1 2026, an estimated $202K.
JSF Financial first reported a position in Charles Schwab in Q4 2025 and held it in 1 quarter.
JSF Financial's Charles Schwab position peaked at $202K in Q4 2025.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on JSF Financial's 13F filing for Q1 2026, filed 7 May 2026.