MCI
SCHW

MRP Capital Investments’s Charles Schwab SCHW Stock Holding History

MRP Capital Investments’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 		– Sell
-115
Closed -$10.8K – 234
2026
Q1 		$10.8K Hold
115
– – 0.01% 172
2025
Q4 		$11.5K Hold
115
– – 0.01% 167
2025
Q3 		$10.5K Sell
115
-50
-30% -$4.75K 0.01% 174
2025
Q2 		$15.1K Buy
165
+50
+43% +$4.19K 0.01% 149
2025
Q1 		$9K Sell
115
-50
-30% -$3.92K 0.01% 173
2024
Q4 		$12.2K Buy
165
+50
+43% +$3.74K 0.01% 167
2024
Q3 		$7.45K Buy
+115
New +$7.55K 0.01% 165
2023
Q3 		– Sell
-1,376
Closed -$78K – 191
2023
Q2 		$78K Sell
1,376
-9,692
-88% -$508K 0.08% 138
2023
Q1 		$580K Buy
11,068
+1,358
+14% +$99.4K 0.64% 54
2022
Q4 		$808K Buy
+9,710
New +$754K 0.89% 37

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

MRP Capital Investments's SCHW Position: Q2 2026 in Review

MRP Capital Investments sold out of Charles Schwab (SCHW) in Q2 2026, closing a stake of 115 shares — an estimated $10.8K sold.

MRP Capital Investments first reported a position in SCHW in Q4 2022 and held it in 10 quarters. The position peaked at $808K in Q4 2022. 2,313 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • MRP Capital Investments reported no remaining Charles Schwab position as of Q2 2026 after selling out during the quarter.
  • MRP Capital Investments sold 115 Charles Schwab shares in Q2 2026, an estimated $10.8K.
  • MRP Capital Investments first reported a position in Charles Schwab in Q4 2022 and held it in 10 quarters.
  • MRP Capital Investments's Charles Schwab position peaked at $808K in Q4 2022.
  • 2,313 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on MRP Capital Investments's 13F filing for Q2 2026, filed 10 Aug 2026.