MG
SCHW

Michael Gelband’s Charles Schwab SCHW Stock Holding History

Michael Gelband’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 		$22.2M Buy
240,346
+107,369
+81% +$9.79M 0.14% 112
2026
Q1 		$12.5M Sell
132,977
-159,214
-54% -$15.6M 0.1% 185
2025
Q4 		$29.2M Buy
+292,191
New +$27.7M 0.23% 60
2025
Q3 		– Sell
-244,720
Closed -$23.2M – 1958
2025
Q2 		$22.3M Buy
244,720
+224,528
+1,112% +$18.8M 0.2% 97
2025
Q1 		$1.58M Sell
20,192
-245,923
-92% -$19.3M 0.02% 783
2024
Q4 		$19.7M Buy
+266,115
New +$19.9M 0.14% 126
2024
Q2 		– Sell
-62,401
Closed -$4.51M – 1934
2024
Q1 		$4.51M Buy
62,401
+5,893
+10% +$388K 0.03% 424
2023
Q4 		$3.89M Buy
+56,508
New +$3.26M 0.03% 397
2023
Q3 		– Sell
-80,888
Closed -$4.58M – 2087
2023
Q2 		$4.58M Sell
80,888
-42,229
-34% -$2.21M 0.04% 479
2023
Q1 		$6.45M Buy
+123,117
New +$9.02M 0.05% 425
2022
Q3 		– Sell
-69,048
Closed -$4.36M – 2257
2022
Q2 		$4.36M Buy
69,048
+56,226
+439% +$3.88M 0.05% 457
2022
Q1 		$1.08M Buy
+12,822
New +$1.13M 0.01% 1096
2021
Q3 		– Sell
-21,728
Closed -$1.58M – 2569
2021
Q2 		$1.58M Sell
21,728
-11,721
-35% -$829K 0.02% 784
2021
Q1 		$2.18M Sell
33,449
-14,655
-30% -$889K 0.03% 542
2020
Q4 		$2.55M Sell
48,104
-1,810,918
-97% -$82M 0.02% 447
2020
Q3 		$67.4M Buy
1,859,022
+1,850,609
+21,997% +$64.4M 1.34% 6
2020
Q2 		$284K Buy
+8,413
New +$301K 0.01% 1343
2020
Q1 		– Sell
-141,178
Closed -$6.71M – 1579
2019
Q4 		$6.71M Buy
141,178
+86,552
+158% +$3.82M 0.13% 134
2019
Q3 		$2.29M Buy
+54,626
New +$2.2M 0.08% 222
2019
Q2 		– Sell
-13,149
Closed -$562K – 1301
2019
Q1 		$562K Buy
+13,149
New +$594K 0.04% 296

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

Michael Gelband's SCHW Position: Q2 2026 in Review

Michael Gelband increased its Charles Schwab (SCHW) stake by 81% in Q2 2026, buying an estimated $9.79M and bringing the position to 240,346 shares worth $22.2M. The position accounts for 0.14% of the portfolio, ranked #112.

Michael Gelband first reported a position in SCHW in Q1 2019 and has held it in 20 quarters since. The position peaked at $67.4M in Q3 2020. 2,302 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Michael Gelband held 240,346 shares of Charles Schwab worth $22.2M as of Q2 2026.
  • Michael Gelband bought 107,369 Charles Schwab shares in Q2 2026, an estimated $9.79M.
  • Charles Schwab made up 0.14% of Michael Gelband's portfolio in Q2 2026, its #112 holding.
  • Michael Gelband first reported a position in Charles Schwab in Q1 2019 and has held it in 20 quarters since.
  • Michael Gelband's Charles Schwab position peaked at $67.4M in Q3 2020.
  • 2,302 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on ExodusPoint Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.