Nancy E. Dempze’s Charles Schwab SCHW Stock Holding History

Nancy E. Dempze’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	$2.41M	Buy	25,643 +5,382	+27%	+$528K	1.32%	28
2025 Q4	$2.02M	Buy	20,261 +8,919	+79%	+$846K	1.05%	31
2025 Q3	$1.08M	Buy	11,342 +3,887	+52%	+$369K	0.59%	45
2025 Q2	$680K	Buy	+7,455	New	+$624K	0.39%	51

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

Nancy E. Dempze's SCHW Position: Q1 2026 in Review

Nancy E. Dempze increased its Charles Schwab (SCHW) stake by 27% in Q1 2026, buying an estimated $528K and bringing the position to 25,643 shares worth $2.41M. The position accounts for 1.32% of the portfolio, ranked #28.

Nancy E. Dempze first reported a position in SCHW in Q2 2025 and has held it in 4 quarters since. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Nancy E. Dempze held 25,643 shares of Charles Schwab worth $2.41M as of Q1 2026.
Nancy E. Dempze bought 5,382 Charles Schwab shares in Q1 2026, an estimated $528K.
Charles Schwab made up 1.32% of Nancy E. Dempze's portfolio in Q1 2026, its #28 holding.
Nancy E. Dempze first reported a position in Charles Schwab in Q2 2025 and has held it in 4 quarters since.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Nancy E. Dempze's 13F filing for Q1 2026, filed 14 May 2026.