RCM
SCHW

Raleigh Capital Management’s Charles Schwab SCHW Stock Holding History

Raleigh Capital 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 		$7.67K Sell
83
-29
-26% -$2.65K ﹤0.01% 388
2026
Q1 		$10.5K Buy
112
+92
+460% +$9.02K ﹤0.01% 395
2025
Q4 		$2K Buy
+20
New +$1.9K ﹤0.01% 420
2025
Q2 		– Sell
-25
Closed -$1.96K – 689
2025
Q1 		$1.96K Sell
25
-869
-97% -$68.2K ﹤0.01% 406
2024
Q4 		$66.2K Sell
894
-116
-11% -$8.68K 0.03% 285
2024
Q3 		$65.4K Buy
1,010
+246
+32% +$16.2K 0.03% 298
2024
Q2 		$56.3K Buy
764
+34
+5% +$2.51K 0.02% 292
2024
Q1 		$52.8K Buy
730
+515
+240% +$33.9K 0.02% 292
2023
Q4 		$14.8K Buy
+215
New +$12.4K 0.01% 498
2023
Q2 		– Sell
-48
Closed -$2.51K – 906
2023
Q1 		$2.51K Buy
+48
New +$3.52K ﹤0.01% 744
2022
Q2 		– Sell
-20
Closed -$2K – 655
2022
Q1 		$2K Buy
+20
New +$1.76K ﹤0.01% 546

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

Raleigh Capital Management's SCHW Position: Q2 2026 in Review

Raleigh Capital Management reduced its Charles Schwab (SCHW) stake by 26% in Q2 2026, selling an estimated $2.65K and leaving 83 shares worth $7.67K. The position accounts for ﹤0.01% of the portfolio, ranked #388.

Raleigh Capital Management first reported a position in SCHW in Q1 2022 and has held it in 11 quarters since. The position peaked at $66.2K in Q4 2024. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Raleigh Capital Management held 83 shares of Charles Schwab worth $7.67K as of Q2 2026.
  • Raleigh Capital Management sold 29 Charles Schwab shares in Q2 2026, an estimated $2.65K.
  • Charles Schwab made up ﹤0.01% of Raleigh Capital Management's portfolio in Q2 2026, its #388 holding.
  • Raleigh Capital Management first reported a position in Charles Schwab in Q1 2022 and has held it in 11 quarters since.
  • Raleigh Capital Management's Charles Schwab position peaked at $66.2K in Q4 2024.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.