Qtron Investments’s Charles Schwab SCHW Stock Holding History

Qtron Investments’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	$2.32M	Buy	24,709 +11	+0%	+$1.08K	0.31%	54
2025 Q4	$2.47M	Sell	24,698 -1,321	-5%	-$125K	0.32%	51
2025 Q3	$2.48M	Buy	26,019 +12,321	+90%	+$1.17M	0.31%	59
2025 Q2	$1.25M	Hold	13,698	–	–	0.16%	155
2025 Q1	$1.07M	Hold	13,698	–	–	0.16%	163
2024 Q4	$1.01M	Hold	13,698	–	–	0.14%	174
2024 Q3	$888K	Sell	13,698 -4,794	-26%	-$315K	0.12%	230
2024 Q2	$1.36M	Buy	18,492 +9,728	+111%	+$719K	0.2%	112
2024 Q1	$634K	Hold	8,764	–	–	0.09%	292
2023 Q4	$603K	Buy	8,764 +4,059	+86%	+$234K	0.1%	278
2023 Q3	$258K	Sell	4,705 -7,085	-60%	-$428K	0.05%	376
2023 Q2	$668K	Hold	11,790	–	–	0.13%	214
2023 Q1	$618K	Buy	11,790 +3,522	+43%	+$258K	0.13%	221
2022 Q4	$688K	Buy	8,268 +2,070	+33%	+$161K	0.14%	199
2022 Q3	$445K	Buy	+6,198	New	+$430K	0.11%	259
2022 Q2	–	Sell	-2,572	Closed	-$217K	–	428
2022 Q1	$217K	Buy	+2,572	New	+$226K	0.05%	320

Other funds holding SCHW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Qtron Investments's SCHW Position: Q1 2026 in Review

Qtron Investments increased its Charles Schwab (SCHW) stake by 0.04% in Q1 2026, buying an estimated $1.08K and bringing the position to 24,709 shares worth $2.32M. The position accounts for 0.31% of the portfolio, ranked #54.

Qtron Investments first reported a position in SCHW in Q1 2022 and has held it in 16 quarters since. The position peaked at $2.48M in Q3 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Qtron Investments held 24,709 shares of Charles Schwab worth $2.32M as of Q1 2026.
Qtron Investments bought 11 Charles Schwab shares in Q1 2026, an estimated $1.08K.
Charles Schwab made up 0.31% of Qtron Investments's portfolio in Q1 2026, its #54 holding.
Qtron Investments first reported a position in Charles Schwab in Q1 2022 and has held it in 16 quarters since.
Qtron Investments's Charles Schwab position peaked at $2.48M in Q3 2025.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Qtron Investments's 13F filing for Q1 2026, filed 15 May 2026.