RIM
SCHW

Rakuten Investment Management’s Charles Schwab SCHW Stock Holding History

Rakuten Investment 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
Q1 		$23.2M Buy
249,096
+26,777
+12% +$2.63M 0.05% 76
2025
Q4 		$22.5M Buy
222,319
+201,142
+950% +$19.1M 0.08% 81
2025
Q3 		$3M Buy
+21,177
New +$2.01M 0.01% 332
2025
Q1 		$12.2M Buy
+156,582
New +$12.3M 0.06% 92

Other funds holding SCHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Rakuten Investment Management's SCHW Position: Q1 2026 in Review

Rakuten Investment Management increased its Charles Schwab (SCHW) stake by 12% in Q1 2026, buying an estimated $2.63M and bringing the position to 249,096 shares worth $23.2M. The position accounts for 0.05% of the portfolio, ranked #76.

Rakuten Investment Management first reported a position in SCHW in Q1 2025 and has held it in 4 quarters since. 2,320 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Rakuten Investment Management held 249,096 shares of Charles Schwab worth $23.2M as of Q1 2026.
  • Rakuten Investment Management bought 26,777 Charles Schwab shares in Q1 2026, an estimated $2.63M.
  • Charles Schwab made up 0.05% of Rakuten Investment Management's portfolio in Q1 2026, its #76 holding.
  • Rakuten Investment Management first reported a position in Charles Schwab in Q1 2025 and has held it in 4 quarters since.
  • 2,320 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.