RPA
SCHW

Redwood Park Advisors’s Charles Schwab SCHW Stock Holding History

Redwood Park Advisors’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 		$370 Sell
4
-7
-64% -$638 ﹤0.01% 314
2026
Q1 		$1.03K Sell
11
-3
-21% -$294 ﹤0.01% 233
2025
Q4 		$1.4K Hold
14
– – ﹤0.01% 231
2025
Q3 		$1.34K Buy
14
+10
+250% +$949 ﹤0.01% 232
2025
Q2 		$365 Buy
+4
New +$335 ﹤0.01% 297

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

Redwood Park Advisors's SCHW Position: Q2 2026 in Review

Redwood Park Advisors reduced its Charles Schwab (SCHW) stake by 64% in Q2 2026, selling an estimated $638 and leaving 4 shares worth $370. The position accounts for ﹤0.01% of the portfolio, ranked #314.

Redwood Park Advisors first reported a position in SCHW in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.4K in Q4 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Redwood Park Advisors held 4 shares of Charles Schwab worth $370 as of Q2 2026.
  • Redwood Park Advisors sold 7 Charles Schwab shares in Q2 2026, an estimated $638.
  • Charles Schwab made up ﹤0.01% of Redwood Park Advisors's portfolio in Q2 2026, its #314 holding.
  • Redwood Park Advisors first reported a position in Charles Schwab in Q2 2025 and has held it in 5 quarters since.
  • Redwood Park Advisors's Charles Schwab position peaked at $1.4K in Q4 2025.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Redwood Park Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.