PSP
SCHW

Principal Street Partners’s Charles Schwab SCHW Stock Holding History

Principal Street 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
2025
Q3 		– Sell
-3,692
Closed -$337K – 347
2025
Q2 		$337K Buy
+3,692
New +$309K 0.03% 253
2019
Q4 		– Sell
-25,698
Closed -$1.07M – 205
2019
Q3 		$1.07M Buy
25,698
+1,539
+6% +$62.1K 0.27% 66
2019
Q2 		$971K Buy
24,159
+10,813
+81% +$471K 0.54% 61
2019
Q1 		$571K Buy
+13,346
New +$603K 0.25% 60

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Street Partners's SCHW Position: Q3 2025 in Review

Principal Street Partners sold out of Charles Schwab (SCHW) in Q3 2025, closing a stake of 3,692 shares — an estimated $337K sold.

Principal Street Partners first reported a position in SCHW in Q1 2019 and held it in 4 quarters. The position peaked at $1.07M in Q3 2019. 2,174 funds tracked by Wall St. Rank hold SCHW as of Q3 2025.

  • Principal Street Partners reported no remaining Charles Schwab position as of Q3 2025 after selling out during the quarter.
  • Principal Street Partners sold 3,692 Charles Schwab shares in Q3 2025, an estimated $337K.
  • Principal Street Partners first reported a position in Charles Schwab in Q1 2019 and held it in 4 quarters.
  • Principal Street Partners's Charles Schwab position peaked at $1.07M in Q3 2019.
  • 2,174 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2025.

Based on Principal Street Partners's 13F filing for Q3 2025, filed 14 Nov 2025.