MHC
SCHW

Meyer Handelman Company’s Charles Schwab SCHW Stock Holding History

Meyer Handelman 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
Q2 		$203K Hold
2,200
– – 0.01% 249
2026
Q1 		$207K Hold
2,200
– – 0.01% 214
2025
Q4 		$220K Sell
2,200
-292
-12% -$27.7K 0.01% 209
2025
Q3 		$238K Hold
2,492
– – 0.01% 204
2025
Q2 		$227K Buy
+2,492
New +$209K 0.01% 207
2024
Q1 		– Sell
-5,950
Closed -$409K – 207
2023
Q4 		$409K Buy
5,950
+2,179
+58% +$126K 0.02% 169
2023
Q3 		$207K Buy
+3,771
New +$228K 0.01% 187

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 $3.37T AUM 44.26% 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

Meyer Handelman Company's SCHW Position: Q2 2026 in Review

Meyer Handelman Company held its Charles Schwab (SCHW) position steady in Q2 2026 at 2,200 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #249.

Meyer Handelman Company first reported a position in SCHW in Q3 2023 and has held it in 7 quarters since. The position peaked at $409K in Q4 2023. 2,311 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Meyer Handelman Company held 2,200 shares of Charles Schwab worth $203K as of Q2 2026.
  • Meyer Handelman Company left its Charles Schwab share count unchanged in Q2 2026.
  • Charles Schwab made up 0.01% of Meyer Handelman Company's portfolio in Q2 2026, its #249 holding.
  • Meyer Handelman Company first reported a position in Charles Schwab in Q3 2023 and has held it in 7 quarters since.
  • Meyer Handelman Company's Charles Schwab position peaked at $409K in Q4 2023.
  • 2,311 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Meyer Handelman Company's 13F filing for Q2 2026, filed 3 Aug 2026.