MI
SCHW

Markowski Investments’s Charles Schwab SCHW Stock Holding History

Markowski 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 		$14.1K Buy
+153
New +$14K ﹤0.01% 349

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
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
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Markowski Investments's SCHW Position: Q2 2026 in Review

Markowski Investments opened a new position in Charles Schwab (SCHW) in Q2 2026: 153 shares worth $14.1K. The stake represents ﹤0.01% of the portfolio and ranks #349 among its holdings.

1,944 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Markowski Investments held 153 shares of Charles Schwab worth $14.1K as of Q2 2026.
  • Charles Schwab was a new Markowski Investments position in Q2 2026.
  • Charles Schwab made up ﹤0.01% of Markowski Investments's portfolio in Q2 2026, its #349 holding.
  • 1,944 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

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