PPC
SCHW

Park Presidio Capital’s Charles Schwab SCHW Stock Holding History

Park Presidio Capital’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
2018
Q4 		– Sell
-1,100,000
Closed -$54.1M – 22
2018
Q3 		$54.1M Hold
1,100,000
– – 5.45% 12
2018
Q2 		$56.2M Hold
1,100,000
– – 6.85% 8
2018
Q1 		$57.4M Buy
+1,100,000
New +$59M 7.39% 8

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

Park Presidio Capital's SCHW Position: Q1 2026 in Review

Park Presidio Capital increased its Charles Schwab (SCHW) stake by 18% in Q1 2026, buying an estimated $19.4M and bringing the position to 1,291,457 shares worth $121M. The position accounts for 8.51% of the portfolio, ranked #7.

Park Presidio Capital first reported a position in SCHW in Q4 2014 and has held it in 45 quarters since. 2,321 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Park Presidio Capital held 1,291,457 shares of Charles Schwab worth $121M as of Q1 2026.
  • Park Presidio Capital bought 197,834 Charles Schwab shares in Q1 2026, an estimated $19.4M.
  • Charles Schwab made up 8.51% of Park Presidio Capital's portfolio in Q1 2026, its #7 holding.
  • Park Presidio Capital first reported a position in Charles Schwab in Q4 2014 and has held it in 45 quarters since.
  • 2,321 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Park Presidio Capital's 13F filing for Q1 2026, filed 15 May 2026.