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HURRICANE CAPITAL ADVISORS LLC’s Charles Schwab SCHW Stock Holding History

HURRICANE CAPITAL ADVISORS LLC’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 		$198K Buy
2,142
+1,664
+348% +$152K 0.05% 359
2026
Q1 		$44.9K Buy
+478
New +$46.9K 0.01% 519

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 $3.38T AUM 44.17% 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

HURRICANE CAPITAL ADVISORS LLC's SCHW Position: Q2 2026 in Review

HURRICANE CAPITAL ADVISORS LLC increased its Charles Schwab (SCHW) stake by 348% in Q2 2026, buying an estimated $152K and bringing the position to 2,142 shares worth $198K. The position accounts for 0.05% of the portfolio, ranked #359.

HURRICANE CAPITAL ADVISORS LLC first reported a position in SCHW in Q1 2026 and has held it in 2 quarters since. 2,329 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • HURRICANE CAPITAL ADVISORS LLC held 2,142 shares of Charles Schwab worth $198K as of Q2 2026.
  • HURRICANE CAPITAL ADVISORS LLC bought 1,664 Charles Schwab shares in Q2 2026, an estimated $152K.
  • Charles Schwab made up 0.05% of HURRICANE CAPITAL ADVISORS LLC's portfolio in Q2 2026, its #359 holding.
  • HURRICANE CAPITAL ADVISORS LLC first reported a position in Charles Schwab in Q1 2026 and has held it in 2 quarters since.
  • 2,329 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on HURRICANE CAPITAL ADVISORS LLC's 13F filing for Q2 2026, filed 3 Nov 2026.