KC
SCHW

Knuff & Co’s Charles Schwab SCHW Stock Holding History

Knuff & Co’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
Q1 		$65.8K Buy
700
+154
+28% +$15.1K 0.02% 114
2025
Q4 		$54.6K Hold
546
– – 0.02% 115
2025
Q3 		$52.1K Hold
546
– – 0.02% 110
2025
Q2 		$49.8K Hold
546
– – 0.02% 110
2025
Q1 		$42.7K Sell
546
-60
-10% -$4.71K 0.01% 122
2024
Q4 		$44.8K Buy
606
+563
+1,309% +$42.1K 0.01% 133
2024
Q3 		$2.77K Buy
+43
New +$2.83K ﹤0.01% 127
2022
Q3 		– Sell
-400
Closed -$25K – 138
2022
Q2 		$25K Hold
400
– – 0.01% 122
2022
Q1 		$34K Hold
400
– – 0.01% 119
2021
Q4 		$34K Hold
400
– – 0.01% 130
2021
Q3 		$29K Hold
400
– – 0.01% 130
2021
Q2 		$29K Hold
400
– – 0.01% 136
2021
Q1 		$26K Hold
400
– – 0.01% 129
2020
Q4 		$21K Sell
400
-600
-60% -$27.2K 0.01% 145
2020
Q3 		$36K Hold
1,000
– – 0.02% 130
2020
Q2 		$34K Sell
1,000
-3,600
-78% -$129K 0.02% 122
2020
Q1 		$155K Sell
4,600
-600
-12% -$25.2K 0.11% 77
2019
Q4 		$247K Sell
5,200
-660
-11% -$29.1K 0.15% 71
2019
Q3 		$245K Buy
+5,860
New +$237K 0.17% 67

Other funds holding SCHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM