Romano Brothers & Co’s Charles Schwab SCHW Stock Holding History

Romano Brothers & Co’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	$370K	Buy	4,015 +50	+1%	+$4.56K	0.04%	271
2026 Q1	$373K	Sell	3,965 -120	-3%	-$11.8K	0.04%	261
2025 Q4	$408K	Buy	4,085 +111	+3%	+$10.5K	0.05%	247
2025 Q3	$379K	Hold	3,974	–	–	0.04%	253
2025 Q2	$363K	Hold	3,974	–	–	0.04%	251
2025 Q1	$311K	Hold	3,974	–	–	0.04%	261
2024 Q4	$294K	Buy	3,974 +59	+2%	+$4.42K	0.04%	265
2024 Q3	$254K	Sell	3,915 -100	-2%	-$6.57K	0.03%	277
2024 Q2	$296K	Buy	4,015 +150	+4%	+$11.1K	0.04%	254
2024 Q1	$280K	Hold	3,865	–	–	0.04%	266
2023 Q4	$266K	Buy	+3,865	New	+$223K	0.04%	266
2023 Q1	–	Sell	-2,983	Closed	-$248K	–	845
2022 Q4	$248K	Sell	2,983 -29	-1%	-$2.25K	0.04%	270
2022 Q3	$216K	Buy	+3,012	New	+$209K	0.03%	278

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 $3.37T AUM 44.26% 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

Romano Brothers & Co's SCHW Position: Q2 2026 in Review

Romano Brothers & Co increased its Charles Schwab (SCHW) stake by 1.3% in Q2 2026, buying an estimated $4.56K and bringing the position to 4,015 shares worth $370K. The position accounts for 0.04% of the portfolio, ranked #271.

Romano Brothers & Co first reported a position in SCHW in Q3 2022 and has held it in 13 quarters since. The position peaked at $408K in Q4 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Romano Brothers & Co held 4,015 shares of Charles Schwab worth $370K as of Q2 2026.
Romano Brothers & Co bought 50 Charles Schwab shares in Q2 2026, an estimated $4.56K.
Charles Schwab made up 0.04% of Romano Brothers & Co's portfolio in Q2 2026, its #271 holding.
Romano Brothers & Co first reported a position in Charles Schwab in Q3 2022 and has held it in 13 quarters since.
Romano Brothers & Co's Charles Schwab position peaked at $408K in Q4 2025.
2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.