Hopwood Nicholas Hunter’s Charles Schwab SCHW Stock Holding History

Hopwood Nicholas Hunter’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	–	Sell	-2,080	Closed	-$208K	–	130
2025 Q4	$208K	Buy	+2,080	New	+$197K	0.07%	121

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Hopwood Nicholas Hunter's SCHW Position: Q1 2026 in Review

Hopwood Nicholas Hunter sold out of Charles Schwab (SCHW) in Q1 2026, closing a stake of 2,080 shares — an estimated $208K sold.

Hopwood Nicholas Hunter first reported a position in SCHW in Q4 2025 and held it in 1 quarter. The position peaked at $208K in Q4 2025. 2,332 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Hopwood Nicholas Hunter reported no remaining Charles Schwab position as of Q1 2026 after selling out during the quarter.
Hopwood Nicholas Hunter sold 2,080 Charles Schwab shares in Q1 2026, an estimated $208K.
Hopwood Nicholas Hunter first reported a position in Charles Schwab in Q4 2025 and held it in 1 quarter.
Hopwood Nicholas Hunter's Charles Schwab position peaked at $208K in Q4 2025.
2,332 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Hopwood Nicholas Hunter's 13F filing for Q1 2026, filed 14 Aug 2026.