Newlands Management Operations’s Charles Schwab SCHW Stock Holding History

Newlands Management Operations’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	$300M	Hold	3,196,166	–	–	1.94%	11
2025 Q4	$319M	Hold	3,196,166	–	–	1.65%	11
2025 Q3	$305M	Hold	3,196,166	–	–	1.45%	12
2025 Q2	$292M	Hold	3,196,166	–	–	1.54%	14
2025 Q1	$250M	Hold	3,196,166	–	–	1.7%	14
2024 Q4	$237M	Hold	3,196,166	–	–	1.49%	14
2024 Q3	$207M	Hold	3,196,166	–	–	1.5%	14
2024 Q2	$236M	Hold	3,196,166	–	–	1.94%	12
2024 Q1	$231M	Hold	3,196,166	–	–	1.87%	14
2023 Q4	$220M	Hold	3,196,166	–	–	2.02%	16
2023 Q3	$175M	Hold	3,196,166	–	–	1.87%	16
2023 Q2	$181M	Buy	+3,196,166	New	+$167M	1.93%	16

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

Newlands Management Operations's SCHW Position: Q1 2026 in Review

Newlands Management Operations held its Charles Schwab (SCHW) position steady in Q1 2026 at 3,196,166 shares worth $300M. The position accounts for 1.94% of the portfolio, ranked #11.

Newlands Management Operations first reported a position in SCHW in Q2 2023 and has held it in 12 quarters since. The position peaked at $319M in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Newlands Management Operations held 3,196,166 shares of Charles Schwab worth $300M as of Q1 2026.
Newlands Management Operations left its Charles Schwab share count unchanged in Q1 2026.
Charles Schwab made up 1.94% of Newlands Management Operations's portfolio in Q1 2026, its #11 holding.
Newlands Management Operations first reported a position in Charles Schwab in Q2 2023 and has held it in 12 quarters since.
Newlands Management Operations's Charles Schwab position peaked at $319M in Q4 2025.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Newlands Management Operations's 13F filing for Q1 2026, filed 15 May 2026.