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 Q2	–	Sell	-3,196,166	Closed	-$300M	–	17
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Newlands Management Operations's SCHW Position: Q2 2026 in Review

Newlands Management Operations sold out of Charles Schwab (SCHW) in Q2 2026, closing a stake of 3,196,166 shares — an estimated $300M sold.

Newlands Management Operations first reported a position in SCHW in Q2 2023 and held it in 12 quarters. The position peaked at $319M in Q4 2025. 2,310 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Newlands Management Operations reported no remaining Charles Schwab position as of Q2 2026 after selling out during the quarter.
Newlands Management Operations sold 3,196,166 Charles Schwab shares in Q2 2026, an estimated $300M.
Newlands Management Operations first reported a position in Charles Schwab in Q2 2023 and held it in 12 quarters.
Newlands Management Operations's Charles Schwab position peaked at $319M in Q4 2025.
2,310 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Newlands Management Operations's 13F filing for Q2 2026, filed 14 Aug 2026.