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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Leigh Baldwin & Co's SCHW Position: Q1 2026 in Review

Leigh Baldwin & Co increased its Charles Schwab (SCHW) stake by 0.04% in Q1 2026, buying an estimated $98 and bringing the position to 2,680 shares worth $252K. The position accounts for 0.16% of the portfolio, ranked #138.

Leigh Baldwin & Co first reported a position in SCHW in Q4 2024 and has held it in 5 quarters since. The position peaked at $293K in Q4 2024. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Leigh Baldwin & Co held 2,680 shares of Charles Schwab worth $252K as of Q1 2026.
Leigh Baldwin & Co bought 1 Charles Schwab share in Q1 2026, an estimated $98.
Charles Schwab made up 0.16% of Leigh Baldwin & Co's portfolio in Q1 2026, its #138 holding.
Leigh Baldwin & Co first reported a position in Charles Schwab in Q4 2024 and has held it in 5 quarters since.
Leigh Baldwin & Co's Charles Schwab position peaked at $293K in Q4 2024.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Leigh Baldwin & Co's 13F filing for Q1 2026, filed 20 May 2026.