KB
SCHW

Kimelman & Baird’s Charles Schwab SCHW Stock Holding History

Kimelman & Baird’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
2025
Q4 		– Sell
-19
Closed -$1.81K – 293
2025
Q3 		$1.81K Hold
19
– – ﹤0.01% 262
2025
Q2 		$1.73K Hold
19
– – ﹤0.01% 289
2025
Q1 		$1.49K Hold
19
– – ﹤0.01% 293
2024
Q4 		$1.41K Hold
19
– – ﹤0.01% 302
2024
Q3 		$1.23K Hold
19
– – ﹤0.01% 309
2024
Q2 		$1.4K Buy
+19
New +$1.4K ﹤0.01% 309

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Kimelman & Baird's SCHW Position: Q4 2025 in Review

Kimelman & Baird sold out of Charles Schwab (SCHW) in Q4 2025, closing a stake of 19 shares — an estimated $1.81K sold.

Kimelman & Baird first reported a position in SCHW in Q2 2024 and held it in 6 quarters. The position peaked at $1.81K in Q3 2025. 2,331 funds tracked by Wall St. Rank hold SCHW as of Q4 2025.

  • Kimelman & Baird reported no remaining Charles Schwab position as of Q4 2025 after selling out during the quarter.
  • Kimelman & Baird sold 19 Charles Schwab shares in Q4 2025, an estimated $1.81K.
  • Kimelman & Baird first reported a position in Charles Schwab in Q2 2024 and held it in 6 quarters.
  • Kimelman & Baird's Charles Schwab position peaked at $1.81K in Q3 2025.
  • 2,331 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2025.

Based on Kimelman & Baird's 13F filing for Q4 2025, filed 6 Feb 2026.