KCM
SCHW

Kanawha Capital Management’s Charles Schwab SCHW Stock Holding History

Kanawha 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
2026
Q2 		$929K Sell
10,069
-113
-1% -$10.3K 0.06% 136
2026
Q1 		$957K Hold
10,182
– – 0.07% 132
2025
Q4 		$1.02M Hold
10,182
– – 0.07% 125
2025
Q3 		$972K Sell
10,182
-2,441
-19% -$232K 0.07% 127
2025
Q2 		$1.15M Hold
12,623
– – 0.09% 109
2025
Q1 		$988K Hold
12,623
– – 0.08% 120
2024
Q4 		$934K Buy
+12,623
New +$945K 0.07% 120

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

Kanawha Capital Management's SCHW Position: Q2 2026 in Review

Kanawha Capital Management reduced its Charles Schwab (SCHW) stake by 1.1% in Q2 2026, selling an estimated $10.3K and leaving 10,069 shares worth $929K. The position accounts for 0.06% of the portfolio, ranked #136.

Kanawha Capital Management first reported a position in SCHW in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.15M in Q2 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Kanawha Capital Management held 10,069 shares of Charles Schwab worth $929K as of Q2 2026.
  • Kanawha Capital Management sold 113 Charles Schwab shares in Q2 2026, an estimated $10.3K.
  • Charles Schwab made up 0.06% of Kanawha Capital Management's portfolio in Q2 2026, its #136 holding.
  • Kanawha Capital Management first reported a position in Charles Schwab in Q4 2024 and has held it in 7 quarters since.
  • Kanawha Capital Management's Charles Schwab position peaked at $1.15M in Q2 2025.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Kanawha Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.