RP
SCHW

Regal Partners’s Charles Schwab SCHW Stock Holding History

Regal Partners’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 		$122M Buy
1,323,509
+967,985
+272% +$88.3M 6.74% 5
2026
Q1 		$33.4M Buy
+355,524
New +$34.9M 1.82% 13
2024
Q4 		– Sell
-254,444
Closed -$16.5M – 65
2024
Q3 		$16.5M Buy
254,444
+20,306
+9% +$1.33M 1.46% 19
2024
Q2 		$17.3M Sell
234,138
-170,040
-42% -$12.6M 1.79% 20
2024
Q1 		$29.2M Hold
404,178
– – 2.94% 12
2023
Q4 		$27.8M Buy
+404,178
New +$23.3M 2.96% 12

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

Regal Partners's SCHW Position: Q2 2026 in Review

Regal Partners increased its Charles Schwab (SCHW) stake by 272% in Q2 2026, buying an estimated $88.3M and bringing the position to 1,323,509 shares worth $122M. The position accounts for 6.74% of the portfolio, ranked #5.

Regal Partners first reported a position in SCHW in Q4 2023 and has held it in 6 quarters since. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Regal Partners held 1,323,509 shares of Charles Schwab worth $122M as of Q2 2026.
  • Regal Partners bought 967,985 Charles Schwab shares in Q2 2026, an estimated $88.3M.
  • Charles Schwab made up 6.74% of Regal Partners's portfolio in Q2 2026, its #5 holding.
  • Regal Partners first reported a position in Charles Schwab in Q4 2023 and has held it in 6 quarters since.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Regal Partners's 13F filing for Q2 2026, filed 14 Aug 2026.