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
2025
Q4 		– Sell
-10,000
Closed -$954K – 2006
2025
Q3 		$954K Buy
+10,000
New +$949K 0.01% 980
2023
Q3 		– Sell
-310,600
Closed -$17.6M – 2088
2023
Q2 		$17.6M Buy
+310,600
New +$16.3M 0.14% 131

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.