PCM
SCHW

Princeton Capital Management’s Charles Schwab SCHW Stock Holding History

Princeton 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
Q1 		$453K Buy
4,821
+135
+3% +$13.2K 0.12% 75
2025
Q4 		$468K Sell
4,686
-6
-0.1% -$569 0.12% 77
2025
Q3 		$448K Sell
4,692
-5
-0.1% -$475 0.12% 76
2025
Q2 		$429K Buy
+4,697
New +$393K 0.13% 72

Other funds holding SCHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Princeton Capital Management's SCHW Position: Q1 2026 in Review

Princeton Capital Management increased its Charles Schwab (SCHW) stake by 2.9% in Q1 2026, buying an estimated $13.2K and bringing the position to 4,821 shares worth $453K. The position accounts for 0.12% of the portfolio, ranked #75.

Princeton Capital Management first reported a position in SCHW in Q2 2025 and has held it in 4 quarters since. The position peaked at $468K in Q4 2025. 2,320 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Princeton Capital Management held 4,821 shares of Charles Schwab worth $453K as of Q1 2026.
  • Princeton Capital Management bought 135 Charles Schwab shares in Q1 2026, an estimated $13.2K.
  • Charles Schwab made up 0.12% of Princeton Capital Management's portfolio in Q1 2026, its #75 holding.
  • Princeton Capital Management first reported a position in Charles Schwab in Q2 2025 and has held it in 4 quarters since.
  • Princeton Capital Management's Charles Schwab position peaked at $468K in Q4 2025.
  • 2,320 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Princeton Capital Management's 13F filing for Q1 2026, filed 8 May 2026.