PTP
SCHW

Platform Technology Partners’s Charles Schwab SCHW Stock Holding History

Platform Technology 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 		$724K Sell
7,850
-228
-3% -$20.8K 0.12% 149
2026
Q1 		$759K Buy
8,078
+1,102
+16% +$108K 0.15% 129
2025
Q4 		$697K Buy
6,976
+129
+2% +$12.2K 0.15% 129
2025
Q3 		$654K Sell
6,847
-325
-5% -$30.8K 0.16% 124
2025
Q2 		$654K Buy
7,172
+300
+4% +$25.1K 0.17% 123
2025
Q1 		$538K Buy
6,872
+45
+0.7% +$3.53K 0.16% 127
2024
Q4 		$505K Hold
6,827
– – 0.15% 118
2024
Q3 		$442K Hold
6,827
– – 0.14% 132
2024
Q2 		$503K Buy
+6,827
New +$504K 0.17% 116
2023
Q4 		$729K Sell
11,305
-246
-2% -$14.2K 0.28% 84
2023
Q3 		$634K Sell
11,551
-299
-3% -$18.1K 0.3% 85
2023
Q2 		$682K Sell
11,850
-39
-0.3% -$2.04K 0.32% 83
2023
Q1 		$623K Sell
11,889
-187
-2% -$13.7K 0.31% 87
2022
Q4 		$1.01M Sell
12,076
-42
-0.3% -$3.26K 0.52% 63
2022
Q3 		$871K Hold
12,118
– – 0.5% 60
2022
Q2 		$766K Sell
12,118
-1,390
-10% -$95.9K 0.42% 65
2022
Q1 		$1.14M Sell
13,508
-281
-2% -$24.7K 0.55% 49
2021
Q4 		$1.16M Sell
13,789
-18
-0.1% -$1.46K 0.51% 51
2021
Q3 		$1.01M Sell
13,807
-684
-5% -$48.9K 0.46% 62
2021
Q2 		$1.05M Buy
+14,491
New +$1.03M 0.43% 63
2020
Q4 		$694K Buy
13,077
+2,113
+19% +$95.7K 0.34% 83
2020
Q3 		$397K Hold
10,964
– – 0.24% 108
2020
Q2 		$370K Sell
10,964
-496
-4% -$17.8K 0.26% 109
2020
Q1 		$385K Buy
11,460
+1,129
+11% +$47.4K 0.35% 87
2019
Q4 		$491K Buy
+10,331
New +$455K 0.37% 83

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

Platform Technology Partners's SCHW Position: Q2 2026 in Review

Platform Technology Partners reduced its Charles Schwab (SCHW) stake by 2.8% in Q2 2026, selling an estimated $20.8K and leaving 7,850 shares worth $724K. The position accounts for 0.12% of the portfolio, ranked #149.

Platform Technology Partners first reported a position in SCHW in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.16M in Q4 2021. 2,307 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Platform Technology Partners held 7,850 shares of Charles Schwab worth $724K as of Q2 2026.
  • Platform Technology Partners sold 228 Charles Schwab shares in Q2 2026, an estimated $20.8K.
  • Charles Schwab made up 0.12% of Platform Technology Partners's portfolio in Q2 2026, its #149 holding.
  • Platform Technology Partners first reported a position in Charles Schwab in Q4 2019 and has held it in 25 quarters since.
  • Platform Technology Partners's Charles Schwab position peaked at $1.16M in Q4 2021.
  • 2,307 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.