Kemnay Advisory Services’s Charles Schwab SCHW Stock Holding History

Kemnay Advisory Services’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	$52.4K	Sell	558 -107	-16%	-$10.5K	0.01%	247
2025 Q4	$66.4K	Buy	+665	New	+$63.1K	0.01%	246
2020 Q3	–	Sell	-16,100	Closed	-$543K	–	97
2020 Q2	$543K	Sell	16,100 -6,012	-27%	-$215K	0.08%	57
2020 Q1	$743K	Sell	22,112 -24,093	-52%	-$1.01M	0.21%	41
2019 Q4	$2.2M	Buy	46,205 +17,357	+60%	+$765K	0.55%	23
2019 Q3	$1.21M	Buy	+28,848	New	+$1.16M	0.31%	32
2019 Q2	–	Sell	-43,046	Closed	-$1.84M	–	133
2019 Q1	$1.84M	Buy	+43,046	New	+$1.94M	0.4%	33

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

Kemnay Advisory Services's SCHW Position: Q1 2026 in Review

Kemnay Advisory Services reduced its Charles Schwab (SCHW) stake by 16% in Q1 2026, selling an estimated $10.5K and leaving 558 shares worth $52.4K. The position accounts for 0.01% of the portfolio, ranked #247.

Kemnay Advisory Services first reported a position in SCHW in Q1 2019 and has held it in 7 quarters since. The position peaked at $2.2M in Q4 2019. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Kemnay Advisory Services held 558 shares of Charles Schwab worth $52.4K as of Q1 2026.
Kemnay Advisory Services sold 107 Charles Schwab shares in Q1 2026, an estimated $10.5K.
Charles Schwab made up 0.01% of Kemnay Advisory Services's portfolio in Q1 2026, its #247 holding.
Kemnay Advisory Services first reported a position in Charles Schwab in Q1 2019 and has held it in 7 quarters since.
Kemnay Advisory Services's Charles Schwab position peaked at $2.2M in Q4 2019.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Kemnay Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.