MPA
SCHW

Marvin & Palmer Associates’s Charles Schwab SCHW Stock Holding History

Marvin & Palmer 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
2025
Q3 		– Sell
-40,111
Closed -$3.66M – 40
2025
Q2 		$3.66M Sell
40,111
-615
-2% -$51.5K 3.14% 12
2025
Q1 		$3.19M Buy
+40,726
New +$3.2M 4.76% 7
2024
Q3 		– Sell
-40,210
Closed -$2.96M – 43
2024
Q2 		$2.96M Buy
+40,210
New +$2.97M 3.03% 20
2023
Q1 		– Sell
-120,122
Closed -$10M – 35
2022
Q4 		$10M Buy
120,122
+16,672
+16% +$1.29M 5.26% 5
2022
Q3 		$7.43M Buy
+103,450
New +$7.18M 4.56% 11
2022
Q2 		– Sell
-92,561
Closed -$7.8M – 31
2022
Q1 		$7.8M Buy
+92,561
New +$8.14M 3.51% 20
2018
Q4 		– Sell
-105,158
Closed -$5.17M – 32
2018
Q3 		$5.17M Buy
105,158
+6,170
+6% +$315K 3.92% 15
2018
Q2 		$5.06M Sell
98,988
-11,630
-11% -$644K 4.98% 7
2018
Q1 		$5.78M Buy
110,618
+16,400
+17% +$879K 5.29% 3
2017
Q4 		$4.84M Buy
94,218
+8,311
+10% +$390K 5.02% 3
2017
Q3 		$3.76M Sell
85,907
-75,413
-47% -$3.13M 4.62% 4
2017
Q2 		$6.93M Sell
161,320
-1,990
-1% -$79.7K 5.25% 2
2017
Q1 		$6.67M Buy
163,310
+36,150
+28% +$1.49M 4.84% 5
2016
Q4 		$5.02M Buy
127,160
+34,710
+38% +$1.24M 4.28% 6
2016
Q3 		$2.92M Buy
92,450
+17,450
+23% +$512K 2.29% 19
2016
Q2 		$1.9M Buy
75,000
+8,450
+13% +$240K 2.57% 20
2016
Q1 		$1.86M Sell
66,550
-17,600
-21% -$464K 2.17% 23
2015
Q4 		$2.77M Sell
84,150
-2,600
-3% -$82.3K 2.84% 12
2015
Q3 		$2.48M Buy
+86,750
New +$2.78M 2.96% 13

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marvin & Palmer Associates's SCHW Position: Q3 2025 in Review

Marvin & Palmer Associates sold out of Charles Schwab (SCHW) in Q3 2025, closing a stake of 40,111 shares — an estimated $3.66M sold.

Marvin & Palmer Associates first reported a position in SCHW in Q3 2015 and held it in 19 quarters. The position peaked at $10M in Q4 2022. 2,168 funds tracked by Wall St. Rank hold SCHW as of Q3 2025.

  • Marvin & Palmer Associates reported no remaining Charles Schwab position as of Q3 2025 after selling out during the quarter.
  • Marvin & Palmer Associates sold 40,111 Charles Schwab shares in Q3 2025, an estimated $3.66M.
  • Marvin & Palmer Associates first reported a position in Charles Schwab in Q3 2015 and held it in 19 quarters.
  • Marvin & Palmer Associates's Charles Schwab position peaked at $10M in Q4 2022.
  • 2,168 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2025.

Based on Marvin & Palmer Associates's 13F filing for Q3 2025, filed 13 Nov 2025.