Marshall Wace
SCHW

Marshall Wace’s Charles Schwab SCHW Stock Holding History

Marshall Wace’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 		$56.4M Buy
+600,000
New +$58.8M 0.06% 325
2024
Q1 		– Sell
-196,800
Closed -$13.5M – 2770
2023
Q4 		$13.5M Buy
+196,800
New +$11.4M 0.02% 595
2023
Q3 		– Sell
-290,200
Closed -$16.4M – 2628
2023
Q2 		$16.4M Buy
290,200
+213,700
+279% +$11.2M 0.03% 549
2023
Q1 		$4.01M Buy
76,500
+35,500
+87% +$2.6M 0.01% 1110
2022
Q4 		$3.41M Buy
41,000
+40,800
+20,400% +$3.17M 0.01% 1436
2022
Q3 		$14K Buy
+200
New +$13.9K ﹤0.01% 3264

Other funds holding SCHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Marshall Wace's SCHW Position: Q1 2026 in Review

Marshall Wace sold out of Charles Schwab (SCHW) in Q1 2026, closing a stake of 2,866,021 shares — an estimated $281M sold.

Marshall Wace first reported a position in SCHW in Q2 2014 and held it in 35 quarters. The position peaked at $309M in Q4 2024. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Marshall Wace reported no remaining Charles Schwab position as of Q1 2026 after selling out during the quarter.
  • Marshall Wace sold 2,866,021 Charles Schwab shares in Q1 2026, an estimated $281M.
  • Marshall Wace first reported a position in Charles Schwab in Q2 2014 and held it in 35 quarters.
  • Marshall Wace's Charles Schwab position peaked at $309M in Q4 2024.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.