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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Meyer Handelman Company's SCHW Position: Q1 2026 in Review

Meyer Handelman Company held its Charles Schwab (SCHW) position steady in Q1 2026 at 2,200 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #214.

Meyer Handelman Company first reported a position in SCHW in Q3 2023 and has held it in 6 quarters since. The position peaked at $409K in Q4 2023. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Meyer Handelman Company held 2,200 shares of Charles Schwab worth $207K as of Q1 2026.
  • Meyer Handelman Company left its Charles Schwab share count unchanged in Q1 2026.
  • Charles Schwab made up 0.01% of Meyer Handelman Company's portfolio in Q1 2026, its #214 holding.
  • Meyer Handelman Company first reported a position in Charles Schwab in Q3 2023 and has held it in 6 quarters since.
  • Meyer Handelman Company's Charles Schwab position peaked at $409K in Q4 2023.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Meyer Handelman Company's 13F filing for Q1 2026, filed 20 Apr 2026.