KNW
SCHW

Kesler Norman & Wride’s Charles Schwab SCHW Stock Holding History

Kesler Norman & Wride’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 		$839K Buy
9,089
+173
+2% +$15.8K 0.13% 160
2026
Q1 		$838K Buy
8,916
+2,737
+44% +$268K 0.14% 149
2025
Q4 		$617K Buy
+6,179
New +$586K 0.11% 177

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

Kesler Norman & Wride's SCHW Position: Q2 2026 in Review

Kesler Norman & Wride increased its Charles Schwab (SCHW) stake by 1.9% in Q2 2026, buying an estimated $15.8K and bringing the position to 9,089 shares worth $839K. The position accounts for 0.13% of the portfolio, ranked #160.

Kesler Norman & Wride first reported a position in SCHW in Q4 2025 and has held it in 3 quarters since. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Kesler Norman & Wride held 9,089 shares of Charles Schwab worth $839K as of Q2 2026.
  • Kesler Norman & Wride bought 173 Charles Schwab shares in Q2 2026, an estimated $15.8K.
  • Charles Schwab made up 0.13% of Kesler Norman & Wride's portfolio in Q2 2026, its #160 holding.
  • Kesler Norman & Wride first reported a position in Charles Schwab in Q4 2025 and has held it in 3 quarters since.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.