MGO One Seven’s Charles Schwab SCHW Stock Holding History

MGO One Seven’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 Q1	–	Sell	-15,000	Closed	-$1.11M	–	1177
2024 Q4	$1.11M	Hold	15,000	–	–	0.04%	412
2024 Q3	$972K	Sell	15,000 -1,500	-9%	-$98.5K	0.04%	412
2024 Q2	$1.22M	Buy	+16,500	New	+$1.22M	0.06%	333
2024 Q1	–	Sell	-20,500	Closed	-$1.41M	–	962
2023 Q4	$1.41M	Sell	20,500 -500	-2%	-$28.9K	0.08%	257
2023 Q3	$1.15M	Buy	+21,000	New	+$1.27M	0.09%	242

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

MGO One Seven's SCHW Position: Q1 2026 in Review

MGO One Seven reduced its Charles Schwab (SCHW) stake by 1.8% in Q1 2026, selling an estimated $148K and leaving 81,840 shares worth $7.69M. The position accounts for 0.15% of the portfolio, ranked #157.

MGO One Seven first reported a position in SCHW in Q4 2017 and has held it in 33 quarters since. The position peaked at $8.33M in Q4 2025. 2,320 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

MGO One Seven held 81,840 shares of Charles Schwab worth $7.69M as of Q1 2026.
MGO One Seven sold 1,514 Charles Schwab shares in Q1 2026, an estimated $148K.
Charles Schwab made up 0.15% of MGO One Seven's portfolio in Q1 2026, its #157 holding.
MGO One Seven first reported a position in Charles Schwab in Q4 2017 and has held it in 33 quarters since.
MGO One Seven's Charles Schwab position peaked at $8.33M in Q4 2025.
2,320 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on MGO One Seven's 13F filing for Q1 2026, filed 14 May 2026.