KG
SCHW

Kilter Group’s Charles Schwab SCHW Stock Holding History

Kilter Group’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 		$9.13K Sell
99
-4
-4% -$365 ﹤0.01% 496
2026
Q1 		$9.68K Buy
103
+1
+1% +$98 ﹤0.01% 416
2025
Q4 		$10.2K Buy
102
+52
+104% +$4.93K ﹤0.01% 357
2025
Q3 		$4.77K Buy
50
+1
+2% +$95 ﹤0.01% 471
2025
Q2 		$4.47K Buy
+49
New +$4.1K ﹤0.01% 422

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

Kilter Group's SCHW Position: Q2 2026 in Review

Kilter Group reduced its Charles Schwab (SCHW) stake by 3.9% in Q2 2026, selling an estimated $365 and leaving 99 shares worth $9.13K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

Kilter Group first reported a position in SCHW in Q2 2025 and has held it in 5 quarters since. The position peaked at $10.2K in Q4 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Kilter Group held 99 shares of Charles Schwab worth $9.13K as of Q2 2026.
  • Kilter Group sold 4 Charles Schwab shares in Q2 2026, an estimated $365.
  • Charles Schwab made up ﹤0.01% of Kilter Group's portfolio in Q2 2026, its #496 holding.
  • Kilter Group first reported a position in Charles Schwab in Q2 2025 and has held it in 5 quarters since.
  • Kilter Group's Charles Schwab position peaked at $10.2K in Q4 2025.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Kilter Group's 13F filing for Q2 2026, filed 11 Aug 2026.