LRPA
SCHW

L. Roy Papp & Associates’s Charles Schwab SCHW Stock Holding History

L. Roy Papp & Associates’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 		$233K Buy
2,528
+3
+0.1% +$274 0.02% 179
2026
Q1 		$237K Buy
2,525
+3
+0.1% +$294 0.03% 170
2025
Q4 		$252K Buy
2,522
+2
+0.1% +$190 0.03% 172
2025
Q3 		$241K Buy
2,520
+2
+0.1% +$190 0.03% 170
2025
Q2 		$230K Buy
+2,518
New +$211K 0.03% 172
2021
Q1 		– Sell
-5,716
Closed -$303K – 181
2020
Q4 		$303K Buy
+5,716
New +$259K 0.03% 155
2020
Q3 		– Sell
-9,005
Closed -$304K – 169
2020
Q2 		$304K Sell
9,005
-4,909
-35% -$176K 0.04% 137
2020
Q1 		$468K Sell
13,914
-4,803
-26% -$202K 0.09% 122
2019
Q4 		$890K Sell
18,717
-25,595
-58% -$1.13M 0.13% 102
2019
Q3 		$1.85M Sell
44,312
-24,587
-36% -$992K 0.29% 72
2019
Q2 		$2.77M Sell
68,899
-26,821
-28% -$1.17M 0.43% 53
2019
Q1 		$4.09M Buy
95,720
+2,687
+3% +$121K 0.74% 38
2018
Q4 		$3.86M Buy
93,033
+11,379
+14% +$515K 0.81% 36
2018
Q3 		$4.01M Buy
81,654
+24,961
+44% +$1.27M 0.72% 38
2018
Q2 		$2.9M Buy
56,693
+13,861
+32% +$768K 0.55% 45
2018
Q1 		$2.24M Buy
42,832
+5,820
+16% +$312K 0.43% 55
2017
Q4 		$1.9M Buy
37,012
+11,230
+44% +$528K 0.38% 59
2017
Q3 		$1.13M Buy
25,782
+19,910
+339% +$827K 0.24% 72
2017
Q2 		$252K Buy
+5,872
New +$235K 0.05% 130

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

L. Roy Papp & Associates's SCHW Position: Q2 2026 in Review

L. Roy Papp & Associates increased its Charles Schwab (SCHW) stake by 0.12% in Q2 2026, buying an estimated $274 and bringing the position to 2,528 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #179.

L. Roy Papp & Associates first reported a position in SCHW in Q2 2017 and has held it in 19 quarters since. The position peaked at $4.09M in Q1 2019. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • L. Roy Papp & Associates held 2,528 shares of Charles Schwab worth $233K as of Q2 2026.
  • L. Roy Papp & Associates bought 3 Charles Schwab shares in Q2 2026, an estimated $274.
  • Charles Schwab made up 0.02% of L. Roy Papp & Associates's portfolio in Q2 2026, its #179 holding.
  • L. Roy Papp & Associates first reported a position in Charles Schwab in Q2 2017 and has held it in 19 quarters since.
  • L. Roy Papp & Associates's Charles Schwab position peaked at $4.09M in Q1 2019.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on L. Roy Papp & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.