Robinswood Financial’s Charles Schwab SCHW Stock Holding History

Robinswood Financial’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	$24.4K	Buy	264 +1	+0.4%	+$91	0.01%	215
2026 Q1	$24.8K	Buy	263 +1	+0.4%	+$98	0.01%	204
2025 Q4	$26.3K	Hold	262	–	–	0.01%	194
2025 Q3	$25K	Hold	262	–	–	0.01%	191
2025 Q2	$23.9K	Sell	262 -17	-6%	-$1.42K	0.01%	197
2025 Q1	$21.8K	Buy	279 +262	+1,541%	+$20.6K	0.01%	191
2024 Q4	$1.26K	Hold	17	–	–	﹤0.01%	308
2024 Q3	$1.1K	Hold	17	–	–	﹤0.01%	316
2024 Q2	$1.25K	Hold	17	–	–	﹤0.01%	321
2024 Q1	$1.23K	Hold	17	–	–	﹤0.01%	226
2023 Q4	$1.17K	Hold	17	–	–	﹤0.01%	220
2023 Q3	$933	Hold	17	–	–	﹤0.01%	222
2023 Q2	$963	Buy	+17	New	+$890	﹤0.01%	202

Other funds holding SCHW

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Robinswood Financial's SCHW Position: Q2 2026 in Review

Robinswood Financial increased its Charles Schwab (SCHW) stake by 0.38% in Q2 2026, buying an estimated $91 and bringing the position to 264 shares worth $24.4K. The position accounts for 0.01% of the portfolio, ranked #215.

Robinswood Financial first reported a position in SCHW in Q2 2023 and has held it in 13 quarters since. The position peaked at $26.3K in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Robinswood Financial held 264 shares of Charles Schwab worth $24.4K as of Q2 2026.
Robinswood Financial bought 1 Charles Schwab share in Q2 2026, an estimated $91.
Charles Schwab made up 0.01% of Robinswood Financial's portfolio in Q2 2026, its #215 holding.
Robinswood Financial first reported a position in Charles Schwab in Q2 2023 and has held it in 13 quarters since.
Robinswood Financial's Charles Schwab position peaked at $26.3K in Q4 2025.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.