KCM
SCHW

Key Capital Management’s Charles Schwab SCHW Stock Holding History

Key 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 		$1.75K Sell
19
-21
-53% -$1.92K ﹤0.01% 605
2026
Q1 		$3.76K Buy
+40
New +$3.92K ﹤0.01% 430

Other funds holding SCHW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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

Key Capital Management reduced its Charles Schwab (SCHW) stake by 53% in Q2 2026, selling an estimated $1.92K and leaving 19 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #605.

Key Capital Management first reported a position in SCHW in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.76K in Q1 2026. 1,301 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Key Capital Management held 19 shares of Charles Schwab worth $1.75K as of Q2 2026.
  • Key Capital Management sold 21 Charles Schwab shares in Q2 2026, an estimated $1.92K.
  • Charles Schwab made up ﹤0.01% of Key Capital Management's portfolio in Q2 2026, its #605 holding.
  • Key Capital Management first reported a position in Charles Schwab in Q1 2026 and has held it in 2 quarters since.
  • Key Capital Management's Charles Schwab position peaked at $3.76K in Q1 2026.
  • 1,301 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

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