Reflection Asset Management’s Charles Schwab SCHW Stock Holding History

Reflection 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
2025 Q4	$206K	Buy	+2,057	New	+$195K	0.15%	106

Other funds holding SCHW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Reflection Asset Management's SCHW Position: Q4 2025 in Review

Reflection Asset Management opened a new position in Charles Schwab (SCHW) in Q4 2025: 2,057 shares worth $206K. The stake represents 0.15% of the portfolio and ranks #106 among its holdings.

2,326 funds tracked by Wall St. Rank hold SCHW as of Q4 2025.

Reflection Asset Management held 2,057 shares of Charles Schwab worth $206K as of Q4 2025.
Charles Schwab was a new Reflection Asset Management position in Q4 2025.
Charles Schwab made up 0.15% of Reflection Asset Management's portfolio in Q4 2025, its #106 holding.
2,326 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2025.

Based on Reflection Asset Management's 13F filing for Q4 2025, filed 2 Mar 2026.