PAP
SCHW

Persistent Asset Partners’s Charles Schwab SCHW Stock Holding History

Persistent Asset Partners’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 		$65.6K Buy
+711
New +$64.8K 0.02% 391
2025
Q3 		– Sell
-7,043
Closed -$643K – 297
2025
Q2 		$643K Buy
+7,043
New +$590K 0.48% 69

Other funds holding SCHW

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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

Persistent Asset Partners's SCHW Position: Q2 2026 in Review

Persistent Asset Partners opened a new position in Charles Schwab (SCHW) in Q2 2026: 711 shares worth $65.6K. The stake represents 0.02% of the portfolio and ranks #391 among its holdings. This is a return to the name: Persistent Asset Partners previously reported a position in SCHW as recently as Q2 2025.

Persistent Asset Partners first reported a position in SCHW in Q2 2025 and has held it in 2 quarters since. The position peaked at $643K in Q2 2025. 2,311 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Persistent Asset Partners held 711 shares of Charles Schwab worth $65.6K as of Q2 2026.
  • Charles Schwab was a new Persistent Asset Partners position in Q2 2026.
  • Charles Schwab made up 0.02% of Persistent Asset Partners's portfolio in Q2 2026, its #391 holding.
  • Persistent Asset Partners first reported a position in Charles Schwab in Q2 2025 and has held it in 2 quarters since.
  • Persistent Asset Partners's Charles Schwab position peaked at $643K in Q2 2025.
  • 2,311 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Persistent Asset Partners's 13F filing for Q2 2026, filed 7 Aug 2026.