Rowlandmiller & Partners’s Charles Schwab SCHW Stock Holding History

Rowlandmiller & 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	–	Sell	-1,445	Closed	-$144K	–	196
2025 Q4	$144K	Buy	1,445 +10	+0.7%	+$949	0.03%	176
2025 Q3	$137K	Hold	1,435	–	–	0.03%	171
2025 Q2	$131K	Hold	1,435	–	–	0.03%	168
2025 Q1	$112K	Buy	+1,435	New	+$113K	0.02%	177
2024 Q3	–	Sell	-1,835	Closed	-$135K	–	186
2024 Q2	$135K	Sell	1,835 -550	-23%	-$40.6K	0.03%	154
2024 Q1	$173K	Sell	2,385 -100	-4%	-$6.59K	0.04%	144
2023 Q4	$171K	Hold	2,485	–	–	0.04%	144
2023 Q3	$136K	Buy	+2,485	New	+$150K	0.03%	153

Other funds holding SCHW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Rowlandmiller & Partners's SCHW Position: Q1 2026 in Review

Rowlandmiller & Partners sold out of Charles Schwab (SCHW) in Q1 2026, closing a stake of 1,445 shares — an estimated $144K sold.

Rowlandmiller & Partners first reported a position in SCHW in Q3 2023 and held it in 8 quarters. The position peaked at $173K in Q1 2024. 2,321 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Rowlandmiller & Partners reported no remaining Charles Schwab position as of Q1 2026 after selling out during the quarter.
Rowlandmiller & Partners sold 1,445 Charles Schwab shares in Q1 2026, an estimated $144K.
Rowlandmiller & Partners first reported a position in Charles Schwab in Q3 2023 and held it in 8 quarters.
Rowlandmiller & Partners's Charles Schwab position peaked at $173K in Q1 2024.
2,321 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Rowlandmiller & Partners's 13F filing for Q1 2026, filed 1 Apr 2026.