LBC
SCHW

Leigh Baldwin & Co’s Charles Schwab SCHW Stock Holding History

Leigh Baldwin & 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 		$245K Sell
2,660
-20
-0.7% -$1.82K 0.13% 156
2026
Q1 		$252K Buy
2,680
+1
+0% +$98 0.16% 138
2025
Q4 		$268K Buy
2,679
+220
+9% +$20.9K 0.18% 129
2025
Q3 		$235K Sell
2,459
-166
-6% -$15.8K 0.13% 176
2025
Q2 		$240K Buy
+2,625
New +$220K 0.16% 159
2025
Q1 		– Sell
-3,959
Closed -$293K – 178
2024
Q4 		$293K Buy
+3,959
New +$296K 0.25% 116

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

Leigh Baldwin & Co's SCHW Position: Q2 2026 in Review

Leigh Baldwin & Co reduced its Charles Schwab (SCHW) stake by 0.75% in Q2 2026, selling an estimated $1.82K and leaving 2,660 shares worth $245K. The position accounts for 0.13% of the portfolio, ranked #156.

Leigh Baldwin & Co first reported a position in SCHW in Q4 2024 and has held it in 6 quarters since. The position peaked at $293K in Q4 2024. 2,311 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Leigh Baldwin & Co held 2,660 shares of Charles Schwab worth $245K as of Q2 2026.
  • Leigh Baldwin & Co sold 20 Charles Schwab shares in Q2 2026, an estimated $1.82K.
  • Charles Schwab made up 0.13% of Leigh Baldwin & Co's portfolio in Q2 2026, its #156 holding.
  • Leigh Baldwin & Co first reported a position in Charles Schwab in Q4 2024 and has held it in 6 quarters since.
  • Leigh Baldwin & Co's Charles Schwab position peaked at $293K in Q4 2024.
  • 2,311 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

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