ME
SCHW

McIlrath & Eck’s Charles Schwab SCHW Stock Holding History

McIlrath & Eck’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 		$30.2K Buy
322
+1
+0.3% +$98 ﹤0.01% 697
2025
Q4 		$32K Buy
321
+189
+143% +$17.9K ﹤0.01% 428
2025
Q3 		$12.6K Sell
132
-44
-25% -$4.18K ﹤0.01% 590
2025
Q2 		$16K Hold
176
– – ﹤0.01% 518
2025
Q1 		$13.7K Sell
176
-5
-3% -$392 ﹤0.01% 553
2024
Q4 		$13.4K Buy
181
+50
+38% +$3.74K ﹤0.01% 570
2024
Q3 		$8.5K Hold
131
– – ﹤0.01% 656
2024
Q2 		$9.65K Hold
131
– – ﹤0.01% 610
2024
Q1 		$9.46K Hold
131
– – ﹤0.01% 612
2023
Q4 		$8.98K Buy
131
+1
+0.8% +$58 ﹤0.01% 583
2023
Q3 		$7.15K Sell
130
-133
-51% -$8.04K ﹤0.01% 597
2023
Q2 		$14.9K Sell
263
-40
-13% -$2.1K ﹤0.01% 471
2023
Q1 		$15.9K Buy
303
+40
+15% +$2.93K ﹤0.01% 451
2022
Q4 		$21.9K Hold
263
– – 0.01% 396
2022
Q3 		$19K Hold
263
– – 0.01% 415
2022
Q2 		$17K Buy
263
+60
+30% +$4.14K 0.01% 414
2022
Q1 		$17K Hold
203
– – ﹤0.01% 433
2021
Q4 		$17K Hold
203
– – ﹤0.01% 439
2021
Q3 		$15K Hold
203
– – ﹤0.01% 458
2021
Q2 		$15K Hold
203
– – ﹤0.01% 449
2021
Q1 		$13K Hold
203
– – ﹤0.01% 437
2020
Q4 		$11K Buy
203
+133
+190% +$6.02K ﹤0.01% 408
2020
Q3 		$3K Hold
70
– – ﹤0.01% 562
2020
Q2 		$2K Hold
70
– – ﹤0.01% 602
2020
Q1 		$2K Buy
+70
New +$2.94K ﹤0.01% 574

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

McIlrath & Eck's SCHW Position: Q1 2026 in Review

McIlrath & Eck increased its Charles Schwab (SCHW) stake by 0.31% in Q1 2026, buying an estimated $98 and bringing the position to 322 shares worth $30.2K. The position accounts for ﹤0.01% of the portfolio, ranked #697.

McIlrath & Eck first reported a position in SCHW in Q1 2020 and has held it in 25 quarters since. The position peaked at $32K in Q4 2025. 2,332 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • McIlrath & Eck held 322 shares of Charles Schwab worth $30.2K as of Q1 2026.
  • McIlrath & Eck bought 1 Charles Schwab share in Q1 2026, an estimated $98.
  • Charles Schwab made up ﹤0.01% of McIlrath & Eck's portfolio in Q1 2026, its #697 holding.
  • McIlrath & Eck first reported a position in Charles Schwab in Q1 2020 and has held it in 25 quarters since.
  • McIlrath & Eck's Charles Schwab position peaked at $32K in Q4 2025.
  • 2,332 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.