RMAM
SCHW

Raab & Moskowitz Asset Management’s Charles Schwab SCHW Stock Holding History

Raab & Moskowitz Asset 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
Q2 		$291K Hold
3,159
– – 0.06% 174
2026
Q1 		$297K Hold
3,159
– – 0.07% 166
2025
Q4 		$316K Sell
3,159
-62
-2% -$5.88K 0.07% 166
2025
Q3 		$308K Sell
3,221
-273
-8% -$25.9K 0.07% 165
2025
Q2 		$319K Sell
3,494
-4,773
-58% -$400K 0.08% 162
2025
Q1 		$647K Buy
8,267
+66
+0.8% +$5.18K 0.16% 109
2024
Q4 		$607K Buy
+8,201
New +$614K 0.15% 110
2023
Q1 		– Sell
-2,467
Closed -$205K – 165
2022
Q4 		$205K Buy
+2,467
New +$191K 0.08% 150
2022
Q2 		– Sell
-2,467
Closed -$207K – 165
2022
Q1 		$207K Hold
2,467
– – 0.07% 160
2021
Q4 		$207K Buy
+2,467
New +$200K 0.07% 163
2020
Q1 		– Sell
-2,679
Closed -$127K – 437
2019
Q4 		$127K Buy
+2,679
New +$118K 0.05% 178
2018
Q4 		– Sell
-2,467
Closed -$121K – 432
2018
Q3 		$121K Buy
+2,467
New +$126K 0.05% 186
2015
Q1 		– Sell
-2,467
Closed -$74K – 319
2014
Q4 		$74K Buy
+2,467
New +$70.1K 0.04% 162

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Raab & Moskowitz Asset Management's SCHW Position: Q2 2026 in Review

Raab & Moskowitz Asset Management held its Charles Schwab (SCHW) position steady in Q2 2026 at 3,159 shares worth $291K. The position accounts for 0.06% of the portfolio, ranked #174.

Raab & Moskowitz Asset Management first reported a position in SCHW in Q4 2014 and has held it in 13 quarters since. The position peaked at $647K in Q1 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Raab & Moskowitz Asset Management held 3,159 shares of Charles Schwab worth $291K as of Q2 2026.
  • Raab & Moskowitz Asset Management left its Charles Schwab share count unchanged in Q2 2026.
  • Charles Schwab made up 0.06% of Raab & Moskowitz Asset Management's portfolio in Q2 2026, its #174 holding.
  • Raab & Moskowitz Asset Management first reported a position in Charles Schwab in Q4 2014 and has held it in 13 quarters since.
  • Raab & Moskowitz Asset Management's Charles Schwab position peaked at $647K in Q1 2025.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Raab & Moskowitz Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.