MCCP
SCHW

Mission Creek Capital Partners’s Charles Schwab SCHW Stock Holding History

Mission Creek Capital Partners’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 		$683K Buy
7,263
+3,388
+87% +$332K 0.14% 128
2025
Q4 		$387K Sell
3,875
-100
-3% -$9.49K 0.08% 157
2025
Q3 		$379K Buy
3,975
+115
+3% +$10.9K 0.08% 157
2025
Q2 		$352K Sell
3,860
-4,631
-55% -$388K 0.08% 156
2025
Q1 		$665K Sell
8,491
-2,952
-26% -$232K 0.16% 122
2024
Q4 		$847K Sell
11,443
-984
-8% -$73.6K 0.18% 120
2024
Q3 		$805K Sell
12,427
-1,490
-11% -$97.9K 0.19% 125
2024
Q2 		$1.03M Sell
13,917
-10,857
-44% -$802K 0.26% 100
2024
Q1 		$1.79M Buy
24,774
+4,812
+24% +$317K 0.47% 60
2023
Q4 		$1.37M Buy
19,962
+1,971
+11% +$114K 0.35% 82
2023
Q3 		$988K Sell
17,991
-735
-4% -$44.4K 0.33% 100
2023
Q2 		$1.06M Buy
18,726
+8
+0% +$419 0.34% 98
2023
Q1 		$980K Buy
18,718
+936
+5% +$68.5K 0.33% 100
2022
Q4 		$1.48M Buy
17,782
+90
+0.5% +$6.99K 0.53% 66
2022
Q3 		$1.27M Buy
17,692
+441
+3% +$30.6K 0.48% 72
2022
Q2 		$1.09M Buy
17,251
+82
+0.5% +$5.66K 0.36% 95
2022
Q1 		$1.45M Sell
17,169
-390
-2% -$34.3K 0.39% 88
2021
Q4 		$1.48M Buy
17,559
+933
+6% +$75.5K 0.29% 95
2021
Q3 		$1.23M Sell
16,626
-455
-3% -$32.5K 0.23% 115
2021
Q2 		$1.24M Buy
17,081
+382
+2% +$27K 0.2% 102
2021
Q1 		$1.09M Buy
16,699
+1,953
+13% +$118K 0.16% 100
2020
Q4 		$782K Buy
14,746
+5,414
+58% +$245K 0.24% 113
2020
Q3 		$338K Buy
+9,332
New +$325K 0.13% 164

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

Mission Creek Capital Partners's SCHW Position: Q1 2026 in Review

Mission Creek Capital Partners increased its Charles Schwab (SCHW) stake by 87% in Q1 2026, buying an estimated $332K and bringing the position to 7,263 shares worth $683K. The position accounts for 0.14% of the portfolio, ranked #128.

Mission Creek Capital Partners first reported a position in SCHW in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.79M in Q1 2024. 2,321 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Mission Creek Capital Partners held 7,263 shares of Charles Schwab worth $683K as of Q1 2026.
  • Mission Creek Capital Partners bought 3,388 Charles Schwab shares in Q1 2026, an estimated $332K.
  • Charles Schwab made up 0.14% of Mission Creek Capital Partners's portfolio in Q1 2026, its #128 holding.
  • Mission Creek Capital Partners first reported a position in Charles Schwab in Q3 2020 and has held it in 23 quarters since.
  • Mission Creek Capital Partners's Charles Schwab position peaked at $1.79M in Q1 2024.
  • 2,321 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Mission Creek Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.