PCM
SCHW

Polymer Capital Management’s Charles Schwab SCHW Stock Holding History

Polymer Capital 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 		$1.07M Buy
11,623
+3,360
+41% +$306K 0.14% 187
2026
Q1 		$777K Sell
8,263
-1,888
-19% -$185K 0.08% 270
2025
Q4 		$1.01M Buy
10,151
+4,240
+72% +$402K 0.11% 271
2025
Q3 		$564K Buy
5,911
+1,124
+23% +$107K 0.06% 399
2025
Q2 		$437K Buy
+4,787
New +$401K 0.05% 300

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

Polymer Capital Management's SCHW Position: Q2 2026 in Review

Polymer Capital Management increased its Charles Schwab (SCHW) stake by 41% in Q2 2026, buying an estimated $306K and bringing the position to 11,623 shares worth $1.07M. The position accounts for 0.14% of the portfolio, ranked #187.

Polymer Capital Management first reported a position in SCHW in Q2 2025 and has held it in 5 quarters since. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Polymer Capital Management held 11,623 shares of Charles Schwab worth $1.07M as of Q2 2026.
  • Polymer Capital Management bought 3,360 Charles Schwab shares in Q2 2026, an estimated $306K.
  • Charles Schwab made up 0.14% of Polymer Capital Management's portfolio in Q2 2026, its #187 holding.
  • Polymer Capital Management first reported a position in Charles Schwab in Q2 2025 and has held it in 5 quarters since.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Polymer Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.