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 Q2	$58K	Buy	629 +71	+13%	+$6.47K	0.01%	252
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 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

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

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Kemnay Advisory Services's SCHW Position: Q2 2026 in Review

Kemnay Advisory Services increased its Charles Schwab (SCHW) stake by 13% in Q2 2026, buying an estimated $6.47K and bringing the position to 629 shares worth $58K. The position accounts for 0.01% of the portfolio, ranked #252.

Kemnay Advisory Services first reported a position in SCHW in Q1 2019 and has held it in 8 quarters since. The position peaked at $2.2M in Q4 2019. 2,313 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Kemnay Advisory Services held 629 shares of Charles Schwab worth $58K as of Q2 2026.
Kemnay Advisory Services bought 71 Charles Schwab shares in Q2 2026, an estimated $6.47K.
Charles Schwab made up 0.01% of Kemnay Advisory Services's portfolio in Q2 2026, its #252 holding.
Kemnay Advisory Services first reported a position in Charles Schwab in Q1 2019 and has held it in 8 quarters since.
Kemnay Advisory Services's Charles Schwab position peaked at $2.2M in Q4 2019.
2,313 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Kemnay Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.