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 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 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

Michael J. Puzo's SCHW Position: Q1 2026 in Review

Michael J. Puzo increased its Charles Schwab (SCHW) stake by 19% in Q1 2026, buying an estimated $792K and bringing the position to 49,557 shares worth $4.66M. The position accounts for 1.36% of the portfolio, ranked #30.

Michael J. Puzo first reported a position in SCHW in Q2 2015 and has held it in 7 quarters since. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Michael J. Puzo held 49,557 shares of Charles Schwab worth $4.66M as of Q1 2026.
Michael J. Puzo bought 8,072 Charles Schwab shares in Q1 2026, an estimated $792K.
Charles Schwab made up 1.36% of Michael J. Puzo's portfolio in Q1 2026, its #30 holding.
Michael J. Puzo first reported a position in Charles Schwab in Q2 2015 and has held it in 7 quarters since.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Michael J. Puzo's 13F filing for Q1 2026, filed 7 May 2026.