KCP
SCHW

Kera Capital Partners’s Charles Schwab SCHW Stock Holding History

Kera Capital Partners’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 		$580K Sell
6,285
-1,834
-23% -$167K 0.06% 283
2026
Q1 		$763K Sell
8,119
-528
-6% -$51.8K 0.09% 128
2025
Q4 		$899K Buy
8,647
+1,766
+26% +$168K 0.11% 109
2025
Q3 		$657K Buy
6,881
+4,508
+190% +$428K 0.1% 104
2025
Q2 		$217K Buy
+2,373
New +$199K 0.04% 309

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

Kera Capital Partners's SCHW Position: Q2 2026 in Review

Kera Capital Partners reduced its Charles Schwab (SCHW) stake by 23% in Q2 2026, selling an estimated $167K and leaving 6,285 shares worth $580K. The position accounts for 0.06% of the portfolio, ranked #283.

Kera Capital Partners first reported a position in SCHW in Q2 2025 and has held it in 5 quarters since. The position peaked at $899K in Q4 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Kera Capital Partners held 6,285 shares of Charles Schwab worth $580K as of Q2 2026.
  • Kera Capital Partners sold 1,834 Charles Schwab shares in Q2 2026, an estimated $167K.
  • Charles Schwab made up 0.06% of Kera Capital Partners's portfolio in Q2 2026, its #283 holding.
  • Kera Capital Partners first reported a position in Charles Schwab in Q2 2025 and has held it in 5 quarters since.
  • Kera Capital Partners's Charles Schwab position peaked at $899K in Q4 2025.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Kera Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.