MSK
SCHW

Melissa S. Kampmann’s Charles Schwab SCHW Stock Holding History

Melissa S. Kampmann’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
Q2 		– Sell
-30,335
Closed -$2.37M – 43
2025
Q1 		$2.37M Sell
30,335
-7,485
-20% -$587K 1.88% 29
2024
Q4 		$2.8M Sell
37,820
-4,480
-11% -$335K 2.2% 24
2024
Q3 		$2.74M Sell
42,300
-525
-1% -$34.5K 1.94% 28
2024
Q2 		$3.16M Buy
42,825
+4,160
+11% +$307K 2.31% 22
2024
Q1 		$2.8M Buy
38,665
+7,360
+24% +$485K 2.01% 27
2023
Q4 		$2.15M Buy
31,305
+6,775
+28% +$391K 1.84% 28
2023
Q3 		$1.35M Buy
+24,530
New +$1.48M 1.3% 33

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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

Melissa S. Kampmann's SCHW Position: Q2 2025 in Review

Melissa S. Kampmann sold out of Charles Schwab (SCHW) in Q2 2025, closing a stake of 30,335 shares — an estimated $2.37M sold.

Melissa S. Kampmann first reported a position in SCHW in Q3 2023 and held it in 7 quarters. The position peaked at $3.16M in Q2 2024. 2,140 funds tracked by Wall St. Rank hold SCHW as of Q2 2025.

  • Melissa S. Kampmann reported no remaining Charles Schwab position as of Q2 2025 after selling out during the quarter.
  • Melissa S. Kampmann sold 30,335 Charles Schwab shares in Q2 2025, an estimated $2.37M.
  • Melissa S. Kampmann first reported a position in Charles Schwab in Q3 2023 and held it in 7 quarters.
  • Melissa S. Kampmann's Charles Schwab position peaked at $3.16M in Q2 2024.
  • 2,140 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2025.

Based on Melissa S. Kampmann's 13F filing for Q2 2025, filed 24 Jul 2025.