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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Roble Belko & Company's SCHW Position: Q1 2026 in Review

Roble Belko & Company reduced its Charles Schwab (SCHW) stake by 18% in Q1 2026, selling an estimated $18.3K and leaving 850 shares worth $80K. The position accounts for 0.01% of the portfolio, ranked #180.

Roble Belko & Company first reported a position in SCHW in Q1 2022 and has held it in 3 quarters since. The position peaked at $104K in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Roble Belko & Company held 850 shares of Charles Schwab worth $80K as of Q1 2026.
  • Roble Belko & Company sold 187 Charles Schwab shares in Q1 2026, an estimated $18.3K.
  • Charles Schwab made up 0.01% of Roble Belko & Company's portfolio in Q1 2026, its #180 holding.
  • Roble Belko & Company first reported a position in Charles Schwab in Q1 2022 and has held it in 3 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 Q1 2026.

Based on Roble Belko & Company's 13F filing for Q1 2026, filed 16 Apr 2026.