MJP
SCHW

Michael J. Puzo’s Charles Schwab SCHW Stock Holding History

Michael J. Puzo’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 		$5.13M Buy
55,627
+6,070
+12% +$554K 1.32% 29
2026
Q1 		$4.66M Buy
49,557
+8,072
+19% +$792K 1.36% 30
2025
Q4 		$4.14M Buy
41,485
+17,582
+74% +$1.67M 1.13% 31
2025
Q3 		$2.28M Buy
23,903
+6,125
+34% +$581K 0.62% 36
2025
Q2 		$1.62M Buy
17,778
+12,950
+268% +$1.08M 0.46% 39
2025
Q1 		$378K Buy
+4,828
New +$379K 0.11% 55
2015
Q4 		– Sell
-190
Closed -$5K – 105
2015
Q3 		$5K Buy
190
+20
+12% +$642 ﹤0.01% 110
2015
Q2 		$6K Buy
+170
New +$5.37K ﹤0.01% 114

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 J. Puzo's SCHW Position: Q2 2026 in Review

Michael J. Puzo increased its Charles Schwab (SCHW) stake by 12% in Q2 2026, buying an estimated $554K and bringing the position to 55,627 shares worth $5.13M. The position accounts for 1.32% of the portfolio, ranked #29.

Michael J. Puzo first reported a position in SCHW in Q2 2015 and has held it in 8 quarters since. 2,311 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Michael J. Puzo held 55,627 shares of Charles Schwab worth $5.13M as of Q2 2026.
  • Michael J. Puzo bought 6,070 Charles Schwab shares in Q2 2026, an estimated $554K.
  • Charles Schwab made up 1.32% of Michael J. Puzo's portfolio in Q2 2026, its #29 holding.
  • Michael J. Puzo first reported a position in Charles Schwab in Q2 2015 and has held it in 8 quarters since.
  • 2,311 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Michael J. Puzo's 13F filing for Q2 2026, filed 11 Aug 2026.