Means Investment Company’s Charles Schwab SCHW Stock Holding History

Means Investment Company’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	$3.75M	Sell	39,937 -460	-1%	-$45.1K	0.33%	41
2025 Q4	$4.04M	Sell	40,397 -1,924	-5%	-$183K	0.34%	39
2025 Q3	$4.04M	Sell	42,321 -2,553	-6%	-$242K	0.35%	40
2025 Q2	$4.09M	Sell	44,874 -2,084	-4%	-$175K	0.39%	39
2025 Q1	$3.68M	Sell	46,958 -60,801	-56%	-$4.77M	0.39%	42
2024 Q4	$7.98M	Sell	107,759 -312	-0.3%	-$23.3K	0.83%	23
2024 Q3	$7M	Buy	108,071 +4,855	+5%	+$319K	0.78%	25
2024 Q2	$7.61M	Buy	103,216 +13,078	+15%	+$966K	0.91%	23
2024 Q1	$6.52M	Buy	90,138 +18,266	+25%	+$1.2M	0.84%	23
2023 Q4	$4.94M	Buy	71,872 +15,314	+27%	+$884K	0.71%	24
2023 Q3	$3.11M	Buy	56,558 +10,282	+22%	+$621K	0.51%	42
2023 Q2	$2.62M	Buy	46,276 +19,145	+71%	+$1M	0.42%	46
2023 Q1	$1.42M	Buy	+27,131	New	+$1.99M	0.25%	77

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

Means Investment Company's SCHW Position: Q1 2026 in Review

Means Investment Company reduced its Charles Schwab (SCHW) stake by 1.1% in Q1 2026, selling an estimated $45.1K and leaving 39,937 shares worth $3.75M. The position accounts for 0.33% of the portfolio, ranked #41.

Means Investment Company first reported a position in SCHW in Q1 2023 and has held it in 13 quarters since. The position peaked at $7.98M in Q4 2024. 2,320 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Means Investment Company held 39,937 shares of Charles Schwab worth $3.75M as of Q1 2026.
Means Investment Company sold 460 Charles Schwab shares in Q1 2026, an estimated $45.1K.
Charles Schwab made up 0.33% of Means Investment Company's portfolio in Q1 2026, its #41 holding.
Means Investment Company first reported a position in Charles Schwab in Q1 2023 and has held it in 13 quarters since.
Means Investment Company's Charles Schwab position peaked at $7.98M in Q4 2024.
2,320 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.