OAJ
SCHW

Ogorek Anthony Joseph’s Charles Schwab SCHW Stock Holding History

Ogorek Anthony Joseph’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 		$4K Sell
53
-139
-72% -$12.7K ﹤0.01% 529
2026
Q1 		$18K Buy
192
+1
+0.5% +$98 ﹤0.01% 305
2025
Q4 		$19K Sell
191
-34
-15% -$3.23K 0.01% 291
2025
Q3 		$21K Buy
225
+8
+4% +$759 0.01% 280
2025
Q2 		$19K Hold
217
– – 0.01% 293
2025
Q1 		$16K Buy
+217
New +$17K 0.01% 309
2020
Q1 		– Sell
-371
Closed -$17K – 223
2019
Q4 		$17K Buy
371
+2
+0.5% +$88 0.01% 104
2019
Q3 		$15K Buy
369
+1
+0.3% +$40 0.01% 90
2019
Q2 		$14K Buy
368
+2
+0.5% +$87 0.01% 93
2019
Q1 		$15K Buy
366
+1
+0.3% +$45 0.01% 84
2018
Q4 		$15K Buy
365
+1
+0.3% +$45 0.01% 75
2018
Q3 		$17K Buy
364
+1
+0.3% +$51 0.01% 72
2018
Q2 		$18K Buy
363
+1
+0.3% +$55 0.01% 61
2018
Q1 		$18K Buy
+362
New +$19.4K 0.02% 52

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

Ogorek Anthony Joseph's SCHW Position: Q2 2026 in Review

Ogorek Anthony Joseph reduced its Charles Schwab (SCHW) stake by 72% in Q2 2026, selling an estimated $12.7K and leaving 53 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

Ogorek Anthony Joseph first reported a position in SCHW in Q1 2018 and has held it in 14 quarters since. The position peaked at $21K in Q3 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Ogorek Anthony Joseph held 53 shares of Charles Schwab worth $4K as of Q2 2026.
  • Ogorek Anthony Joseph sold 139 Charles Schwab shares in Q2 2026, an estimated $12.7K.
  • Charles Schwab made up ﹤0.01% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #529 holding.
  • Ogorek Anthony Joseph first reported a position in Charles Schwab in Q1 2018 and has held it in 14 quarters since.
  • Ogorek Anthony Joseph's Charles Schwab position peaked at $21K in Q3 2025.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.