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
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 $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

Rothschild Capital Partners's SCHW Position: Q1 2026 in Review

Rothschild Capital Partners increased its Charles Schwab (SCHW) stake by 57% in Q1 2026, buying an estimated $217K and bringing the position to 6,070 shares worth $570K. The position accounts for 0.14% of the portfolio, ranked #70.

Rothschild Capital Partners first reported a position in SCHW in Q4 2024 and has held it in 6 quarters since. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Rothschild Capital Partners held 6,070 shares of Charles Schwab worth $570K as of Q1 2026.
  • Rothschild Capital Partners bought 2,210 Charles Schwab shares in Q1 2026, an estimated $217K.
  • Charles Schwab made up 0.14% of Rothschild Capital Partners's portfolio in Q1 2026, its #70 holding.
  • Rothschild Capital Partners first reported a position in Charles Schwab in Q4 2024 and has held it in 6 quarters since.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Rothschild Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.