Junto Capital Management’s Charles Schwab SCHW Stock Holding History

Junto Capital Management’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
2025 Q2	–	Sell	-1,132,385	Closed	-$88.6M	–	107
2025 Q1	$88.6M	Buy	+1,132,385	New	+$88.9M	1.86%	13
2022 Q1	–	Sell	-1,265,744	Closed	-$106M	–	86
2021 Q4	$106M	Buy	+1,265,744	New	+$102M	2.74%	10
2021 Q3	–	Sell	-604,858	Closed	-$44M	–	69
2021 Q2	$44M	Sell	604,858 -32,964	-5%	-$2.33M	1.4%	31
2021 Q1	$41.6M	Sell	637,822 -211,265	-25%	-$12.8M	1.5%	31
2020 Q4	$45M	Buy	+849,087	New	+$38.4M	1.47%	30
2019 Q4	–	Sell	-765,919	Closed	-$32M	–	54
2019 Q3	$32M	Buy	+765,919	New	+$30.9M	1.9%	26
2018 Q4	–	Sell	-829,129	Closed	-$40.8M	–	60
2018 Q3	$40.8M	Buy	+829,129	New	+$42.3M	2.34%	19
2017 Q2	–	Sell	-502,089	Closed	-$20.5M	–	45
2017 Q1	$20.5M	Sell	502,089 -882,411	-64%	-$36.4M	1.94%	24
2016 Q4	$54.6M	Buy	+1,384,500	New	+$49.5M	5.97%	5
2016 Q3	–	Sell	-1,173,651	Closed	-$29.7M	–	30
2016 Q2	$29.7M	Buy	+1,173,651	New	+$33.4M	4.64%	13

Other funds holding SCHW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Junto Capital Management's SCHW Position: Q2 2025 in Review

Junto Capital Management sold out of Charles Schwab (SCHW) in Q2 2025, closing a stake of 1,132,385 shares — an estimated $88.6M sold.

Junto Capital Management first reported a position in SCHW in Q2 2016 and held it in 10 quarters. The position peaked at $106M in Q4 2021. 2,144 funds tracked by Wall St. Rank hold SCHW as of Q2 2025.

Junto Capital Management reported no remaining Charles Schwab position as of Q2 2025 after selling out during the quarter.
Junto Capital Management sold 1,132,385 Charles Schwab shares in Q2 2025, an estimated $88.6M.
Junto Capital Management first reported a position in Charles Schwab in Q2 2016 and held it in 10 quarters.
Junto Capital Management's Charles Schwab position peaked at $106M in Q4 2021.
2,144 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2025.

Based on Junto Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.