NG
SCHW

Norden Group’s Charles Schwab SCHW Stock Holding History

Norden Group’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 		$2.52M Buy
26,851
+351
+1% +$34.4K 0.24% 86
2025
Q4 		$2.65M Buy
26,500
+1,493
+6% +$142K 0.26% 75
2025
Q3 		$2.39M Buy
25,007
+373
+2% +$35.4K 0.24% 84
2025
Q2 		$2.25M Buy
24,634
+451
+2% +$37.8K 0.24% 86
2025
Q1 		$1.89M Buy
24,183
+14,431
+148% +$1.13M 0.22% 92
2024
Q4 		$722K Buy
9,752
+1,782
+22% +$133K 0.08% 257
2024
Q3 		$517K Buy
+7,970
New +$524K 0.06% 311

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

Norden Group's SCHW Position: Q1 2026 in Review

Norden Group increased its Charles Schwab (SCHW) stake by 1.3% in Q1 2026, buying an estimated $34.4K and bringing the position to 26,851 shares worth $2.52M. The position accounts for 0.24% of the portfolio, ranked #86.

Norden Group first reported a position in SCHW in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.65M in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Norden Group held 26,851 shares of Charles Schwab worth $2.52M as of Q1 2026.
  • Norden Group bought 351 Charles Schwab shares in Q1 2026, an estimated $34.4K.
  • Charles Schwab made up 0.24% of Norden Group's portfolio in Q1 2026, its #86 holding.
  • Norden Group first reported a position in Charles Schwab in Q3 2024 and has held it in 7 quarters since.
  • Norden Group's Charles Schwab position peaked at $2.65M in Q4 2025.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Norden Group's 13F filing for Q1 2026, filed 15 Apr 2026.