MDA
SCHW

Minot DeBlois Advisors’s Charles Schwab SCHW Stock Holding History

Minot DeBlois Advisors’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 		$3.29K Sell
35
-160
-82% -$15.7K ﹤0.01% 175
2025
Q4 		$19.5K Hold
195
– – 0.02% 108
2025
Q3 		$18.6K Hold
195
– – 0.02% 134
2025
Q2 		$17.8K Hold
195
– – 0.02% 139
2025
Q1 		$15.3K Hold
195
– – 0.02% 140
2024
Q4 		$14.4K Buy
+195
New +$14.6K 0.01% 186

Other funds holding SCHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Minot DeBlois Advisors's SCHW Position: Q1 2026 in Review

Minot DeBlois Advisors reduced its Charles Schwab (SCHW) stake by 82% in Q1 2026, selling an estimated $15.7K and leaving 35 shares worth $3.29K. The position accounts for ﹤0.01% of the portfolio, ranked #175.

Minot DeBlois Advisors first reported a position in SCHW in Q4 2024 and has held it in 6 quarters since. The position peaked at $19.5K in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Minot DeBlois Advisors held 35 shares of Charles Schwab worth $3.29K as of Q1 2026.
  • Minot DeBlois Advisors sold 160 Charles Schwab shares in Q1 2026, an estimated $15.7K.
  • Charles Schwab made up ﹤0.01% of Minot DeBlois Advisors's portfolio in Q1 2026, its #175 holding.
  • Minot DeBlois Advisors first reported a position in Charles Schwab in Q4 2024 and has held it in 6 quarters since.
  • Minot DeBlois Advisors's Charles Schwab position peaked at $19.5K in Q4 2025.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Minot DeBlois Advisors's 13F filing for Q1 2026, filed 8 May 2026.