RBC
SCHW

Roble Belko & Company’s Charles Schwab SCHW Stock Holding History

Roble Belko & Company’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 		$53K Sell
575
-275
-32% -$25.1K 0.01% 209
2026
Q1 		$80K Sell
850
-187
-18% -$18.3K 0.01% 180
2025
Q4 		$104K Buy
+1,037
New +$98.4K 0.01% 166
2022
Q2 		– Sell
-350
Closed -$30K – 372
2022
Q1 		$30K Buy
+350
New +$30.8K 0.01% 191

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 $3.38T AUM 44.17% 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

Roble Belko & Company's SCHW Position: Q2 2026 in Review

Roble Belko & Company reduced its Charles Schwab (SCHW) stake by 32% in Q2 2026, selling an estimated $25.1K and leaving 575 shares worth $53K. The position accounts for 0.01% of the portfolio, ranked #209.

Roble Belko & Company first reported a position in SCHW in Q1 2022 and has held it in 4 quarters since. The position peaked at $104K in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Roble Belko & Company held 575 shares of Charles Schwab worth $53K as of Q2 2026.
  • Roble Belko & Company sold 275 Charles Schwab shares in Q2 2026, an estimated $25.1K.
  • Charles Schwab made up 0.01% of Roble Belko & Company's portfolio in Q2 2026, its #209 holding.
  • Roble Belko & Company first reported a position in Charles Schwab in Q1 2022 and has held it in 4 quarters since.
  • Roble Belko & Company's Charles Schwab position peaked at $104K in Q4 2025.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.