Plato Investment Management’s Charles Schwab SCHW Stock Holding History

Plato Investment Management’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	$6.03M	Buy	65,701 +8,662	+15%	+$790K	0.34%	60
2026 Q1	$5.36M	Hold	57,039	–	–	0.36%	59
2025 Q4	$5.73M	Hold	57,039	–	–	0.37%	58
2025 Q3	$5.4M	Buy	57,039 +22,764	+66%	+$2.16M	0.37%	59
2025 Q2	$3.12M	Buy	34,275 +3,431	+11%	+$287K	0.23%	96
2025 Q1	$2.44M	Buy	30,844 +9,231	+43%	+$724K	0.21%	118
2024 Q4	$1.61M	Buy	21,613 +844	+4%	+$63.2K	0.12%	184
2024 Q3	$1.34M	Sell	20,769 -1,045	-5%	-$68.6K	0.11%	201
2024 Q2	$1.61M	Sell	21,814 -2,084	-9%	-$154K	0.15%	151
2024 Q1	$1.73M	Buy	23,898 +21,262	+807%	+$1.4M	0.18%	141
2023 Q4	$181K	Buy	+2,636	New	+$152K	0.22%	108

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Plato Investment Management's SCHW Position: Q2 2026 in Review

Plato Investment Management increased its Charles Schwab (SCHW) stake by 15% in Q2 2026, buying an estimated $790K and bringing the position to 65,701 shares worth $6.03M. The position accounts for 0.34% of the portfolio, ranked #60.

Plato Investment Management first reported a position in SCHW in Q4 2023 and has held it in 11 quarters since. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Plato Investment Management held 65,701 shares of Charles Schwab worth $6.03M as of Q2 2026.
Plato Investment Management bought 8,662 Charles Schwab shares in Q2 2026, an estimated $790K.
Charles Schwab made up 0.34% of Plato Investment Management's portfolio in Q2 2026, its #60 holding.
Plato Investment Management first reported a position in Charles Schwab in Q4 2023 and has held it in 11 quarters since.
2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.