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 Q2	$1.99M	Sell	21,579 -3,130	-13%	-$285K	0.27%	64
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 $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

Qtron Investments's SCHW Position: Q2 2026 in Review

Qtron Investments reduced its Charles Schwab (SCHW) stake by 13% in Q2 2026, selling an estimated $285K and leaving 21,579 shares worth $1.99M. The position accounts for 0.27% of the portfolio, ranked #64.

Qtron Investments first reported a position in SCHW in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.48M in Q3 2025. 2,311 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Qtron Investments held 21,579 shares of Charles Schwab worth $1.99M as of Q2 2026.
Qtron Investments sold 3,130 Charles Schwab shares in Q2 2026, an estimated $285K.
Charles Schwab made up 0.27% of Qtron Investments's portfolio in Q2 2026, its #64 holding.
Qtron Investments first reported a position in Charles Schwab in Q1 2022 and has held it in 17 quarters since.
Qtron Investments's Charles Schwab position peaked at $2.48M in Q3 2025.
2,311 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Qtron Investments's 13F filing for Q2 2026, filed 13 Aug 2026.