Marex Group’s Charles Schwab SCHW Stock Holding History

Marex Group’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	–	Sell	-2,159	Closed	-$216K	–	1232
2025 Q4	$216K	Buy	+2,159	New	+$205K	﹤0.01%	826
2023 Q2	–	Sell	-4,874	Closed	-$255K	–	292
2023 Q1	$255K	Buy	+4,874	New	+$357K	0.03%	215

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

Marex Group's SCHW Position: Q1 2026 in Review

Marex Group sold out of Charles Schwab (SCHW) in Q1 2026, closing a stake of 2,159 shares — an estimated $216K sold.

Marex Group first reported a position in SCHW in Q1 2023 and held it in 2 quarters. The position peaked at $255K in Q1 2023. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Marex Group reported no remaining Charles Schwab position as of Q1 2026 after selling out during the quarter.
Marex Group sold 2,159 Charles Schwab shares in Q1 2026, an estimated $216K.
Marex Group first reported a position in Charles Schwab in Q1 2023 and held it in 2 quarters.
Marex Group's Charles Schwab position peaked at $255K in Q1 2023.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Marex Group's 13F filing for Q1 2026, filed 13 May 2026.