PPA
SCHW

Painted Porch Advisors’s Charles Schwab SCHW Stock Holding History

Painted Porch Advisors’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
2025
Q4 		– Sell
-775
Closed -$74K – 358
2025
Q3 		$74K Hold
775
– – 0.03% 132
2025
Q2 		$70.7K Hold
775
– – 0.03% 125
2025
Q1 		$60.7K Hold
775
– – 0.03% 135
2024
Q4 		$57.4K Hold
775
– – 0.03% 147
2024
Q3 		$50.2K Hold
775
– – 0.03% 144
2024
Q2 		$57.1K Buy
+775
New +$57.3K 0.03% 131

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Painted Porch Advisors's SCHW Position: Q4 2025 in Review

Painted Porch Advisors sold out of Charles Schwab (SCHW) in Q4 2025, closing a stake of 775 shares — an estimated $74K sold.

Painted Porch Advisors first reported a position in SCHW in Q2 2024 and held it in 6 quarters. The position peaked at $74K in Q3 2025. 2,331 funds tracked by Wall St. Rank hold SCHW as of Q4 2025.

  • Painted Porch Advisors reported no remaining Charles Schwab position as of Q4 2025 after selling out during the quarter.
  • Painted Porch Advisors sold 775 Charles Schwab shares in Q4 2025, an estimated $74K.
  • Painted Porch Advisors first reported a position in Charles Schwab in Q2 2024 and held it in 6 quarters.
  • Painted Porch Advisors's Charles Schwab position peaked at $74K in Q3 2025.
  • 2,331 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2025.

Based on Painted Porch Advisors's 13F filing for Q4 2025, filed 19 Mar 2026.