RCP
SCHW

Rothschild Capital Partners’s Charles Schwab SCHW Stock Holding History

Rothschild Capital Partners’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 		$561K Buy
6,077
+7
+0.1% +$638 0.12% 70
2026
Q1 		$570K Buy
6,070
+2,210
+57% +$217K 0.14% 70
2025
Q4 		$386K Hold
3,860
– – 0.09% 55
2025
Q3 		$369K Hold
3,860
– – 0.09% 61
2025
Q2 		$352K Hold
3,860
– – 0.09% 56
2025
Q1 		$302K Sell
3,860
-92
-2% -$7.22K 0.08% 67
2024
Q4 		$292K Buy
+3,952
New +$296K 0.07% 78

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

Rothschild Capital Partners's SCHW Position: Q2 2026 in Review

Rothschild Capital Partners increased its Charles Schwab (SCHW) stake by 0.12% in Q2 2026, buying an estimated $638 and bringing the position to 6,077 shares worth $561K. The position accounts for 0.12% of the portfolio, ranked #70.

Rothschild Capital Partners first reported a position in SCHW in Q4 2024 and has held it in 7 quarters since. The position peaked at $570K in Q1 2026. 2,311 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Rothschild Capital Partners held 6,077 shares of Charles Schwab worth $561K as of Q2 2026.
  • Rothschild Capital Partners bought 7 Charles Schwab shares in Q2 2026, an estimated $638.
  • Charles Schwab made up 0.12% of Rothschild Capital Partners's portfolio in Q2 2026, its #70 holding.
  • Rothschild Capital Partners first reported a position in Charles Schwab in Q4 2024 and has held it in 7 quarters since.
  • Rothschild Capital Partners's Charles Schwab position peaked at $570K in Q1 2026.
  • 2,311 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Rothschild Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.