PCIG
SCHW

Partners Capital Investment Group’s Charles Schwab SCHW Stock Holding History

Partners Capital Investment 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
Q2 		$3.04M Sell
32,995
-5,628
-15% -$513K 0.11% 76
2026
Q1 		$3.63M Sell
38,623
-4,514
-10% -$443K 0.14% 66
2025
Q4 		$4.31M Sell
43,137
-9,956
-19% -$945K 0.16% 63
2025
Q3 		$5.07M Hold
53,093
– – 0.2% 58
2025
Q2 		$4.84M Buy
+53,093
New +$4.45M 0.19% 63
2024
Q1 		– Sell
-3,389
Closed -$233K – 240
2023
Q4 		$233K Buy
+3,389
New +$196K 0.01% 250
2018
Q4 		– Sell
-655,340
Closed -$32.2M – 87
2018
Q3 		$32.2M Buy
655,340
+22,907
+4% +$1.17M 3.47% 10
2018
Q2 		$32.3M Buy
632,433
+43,586
+7% +$2.41M 4.15% 7
2018
Q1 		$30.8M Buy
588,847
+49,271
+9% +$2.64M 4.07% 7
2017
Q4 		$27.7M Sell
539,576
-168,155
-24% -$7.9M 4.47% 7
2017
Q3 		$31M Buy
707,731
+64,760
+10% +$2.69M 5.14% 3
2017
Q2 		$27.6M Buy
642,971
+89,327
+16% +$3.58M 5.29% 3
2017
Q1 		$22.6M Buy
553,644
+35,977
+7% +$1.49M 4.51% 5
2016
Q4 		$20.4M Buy
517,667
+45,484
+10% +$1.63M 4.7% 3
2016
Q3 		$14.9M Buy
472,183
+9,578
+2% +$281K 3.66% 11
2016
Q2 		$11.7M Buy
462,605
+15,979
+4% +$454K 3.26% 16
2016
Q1 		$12.5M Buy
446,626
+8,169
+2% +$216K 3.64% 15
2015
Q4 		$14.4M Buy
+438,457
New +$13.9M 4.84% 9

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

Partners Capital Investment Group's SCHW Position: Q2 2026 in Review

Partners Capital Investment Group reduced its Charles Schwab (SCHW) stake by 15% in Q2 2026, selling an estimated $513K and leaving 32,995 shares worth $3.04M. The position accounts for 0.11% of the portfolio, ranked #76.

Partners Capital Investment Group first reported a position in SCHW in Q4 2015 and has held it in 18 quarters since. The position peaked at $32.3M in Q2 2018. 2,307 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Partners Capital Investment Group held 32,995 shares of Charles Schwab worth $3.04M as of Q2 2026.
  • Partners Capital Investment Group sold 5,628 Charles Schwab shares in Q2 2026, an estimated $513K.
  • Charles Schwab made up 0.11% of Partners Capital Investment Group's portfolio in Q2 2026, its #76 holding.
  • Partners Capital Investment Group first reported a position in Charles Schwab in Q4 2015 and has held it in 18 quarters since.
  • Partners Capital Investment Group's Charles Schwab position peaked at $32.3M in Q2 2018.
  • 2,307 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Partners Capital Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.