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 Q2	$240K	Buy	2,600 +1,900	+271%	+$173K	0.06%	92
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Knuff & Co's SCHW Position: Q2 2026 in Review

Knuff & Co increased its Charles Schwab (SCHW) stake by 271% in Q2 2026, buying an estimated $173K and bringing the position to 2,600 shares worth $240K. The position accounts for 0.06% of the portfolio, ranked #92.

Knuff & Co first reported a position in SCHW in Q3 2019 and has held it in 20 quarters since. The position peaked at $247K in Q4 2019. 2,311 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Knuff & Co held 2,600 shares of Charles Schwab worth $240K as of Q2 2026.
Knuff & Co bought 1,900 Charles Schwab shares in Q2 2026, an estimated $173K.
Charles Schwab made up 0.06% of Knuff & Co's portfolio in Q2 2026, its #92 holding.
Knuff & Co first reported a position in Charles Schwab in Q3 2019 and has held it in 20 quarters since.
Knuff & Co's Charles Schwab position peaked at $247K in Q4 2019.
2,311 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Knuff & Co's 13F filing for Q2 2026, filed 10 Aug 2026.