RZH
SCHW

Relyea Zuckerberg Hanson’s Charles Schwab SCHW Stock Holding History

Relyea Zuckerberg Hanson’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 		$653K Buy
7,077
+160
+2% +$14.6K 0.05% 145
2026
Q1 		$650K Buy
6,917
+948
+16% +$93K 0.07% 134
2025
Q4 		$596K Sell
5,969
-11
-0.2% -$1.04K 0.06% 141
2025
Q3 		$571K Buy
5,980
+29
+0.5% +$2.75K 0.06% 140
2025
Q2 		$543K Buy
5,951
+316
+6% +$26.5K 0.06% 143
2025
Q1 		$441K Buy
5,635
+222
+4% +$17.4K 0.06% 162
2024
Q4 		$401K Buy
5,413
+148
+3% +$11.1K 0.05% 170
2024
Q3 		$341K Sell
5,265
-103
-2% -$6.77K 0.05% 184
2024
Q2 		$396K Buy
5,368
+275
+5% +$20.3K 0.07% 147
2024
Q1 		$368K Buy
5,093
+214
+4% +$14.1K 0.06% 154
2023
Q4 		$336K Buy
4,879
+63
+1% +$3.64K 0.07% 153
2023
Q3 		$264K Buy
4,816
+217
+5% +$13.1K 0.06% 159
2023
Q2 		$261K Buy
4,599
+42
+0.9% +$2.2K 0.06% 165
2023
Q1 		$239K Sell
4,557
-1,083
-19% -$79.3K 0.06% 168
2022
Q4 		$470K Buy
5,640
+1,020
+22% +$79.2K 0.13% 102
2022
Q3 		$332K Buy
4,620
+341
+8% +$23.7K 0.12% 109
2022
Q2 		$270K Sell
4,279
-297
-6% -$20.5K 0.1% 122
2022
Q1 		$384K Buy
4,576
+133
+3% +$11.7K 0.13% 113
2021
Q4 		$396K Buy
4,443
+240
+6% +$19.4K 0.14% 105
2021
Q3 		$306K Buy
4,203
+668
+19% +$47.7K 0.12% 119
2021
Q2 		$257K Buy
3,535
+128
+4% +$9.06K 0.11% 115
2021
Q1 		$237K Buy
+3,407
New +$207K 0.1% 117

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

Relyea Zuckerberg Hanson's SCHW Position: Q2 2026 in Review

Relyea Zuckerberg Hanson increased its Charles Schwab (SCHW) stake by 2.3% in Q2 2026, buying an estimated $14.6K and bringing the position to 7,077 shares worth $653K. The position accounts for 0.05% of the portfolio, ranked #145.

Relyea Zuckerberg Hanson first reported a position in SCHW in Q1 2021 and has held it in 22 quarters since. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Relyea Zuckerberg Hanson held 7,077 shares of Charles Schwab worth $653K as of Q2 2026.
  • Relyea Zuckerberg Hanson bought 160 Charles Schwab shares in Q2 2026, an estimated $14.6K.
  • Charles Schwab made up 0.05% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #145 holding.
  • Relyea Zuckerberg Hanson first reported a position in Charles Schwab in Q1 2021 and has held it in 22 quarters since.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.