Royal Bank of Canada’s Charles Schwab SCHW Stock Holding History

Royal Bank of Canada’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	$13.2M	Sell	140,000 -40,000	-22%	-$3.92M	﹤0.01%	1731
2025 Q4	$18M	Buy	180,000 +40,000	+29%	+$3.79M	﹤0.01%	1575
2025 Q3	$13.4M	Hold	140,000	–	–	﹤0.01%	1947
2025 Q2	$12.8M	Buy	140,000 +90,000	+180%	+$7.54M	﹤0.01%	1850
2025 Q1	$3.91M	Sell	50,000 -100,000	-67%	-$7.85M	﹤0.01%	2458
2024 Q4	$11.1M	Buy	150,000 +100,000	+200%	+$7.48M	﹤0.01%	1728
2024 Q3	$3.24M	Hold	50,000	–	–	﹤0.01%	2622
2024 Q2	$3.69M	Hold	50,000	–	–	﹤0.01%	2431
2024 Q1	$3.62M	Sell	50,000 -50,000	-50%	-$3.29M	﹤0.01%	2440
2023 Q4	$6.88M	Buy	100,000 +50,000	+100%	+$2.89M	﹤0.01%	2009
2023 Q3	$2.75M	Sell	50,000 -40,000	-44%	-$2.42M	﹤0.01%	2583
2023 Q2	$5.1M	Sell	90,000 -4,200	-4%	-$220K	﹤0.01%	2081
2023 Q1	$4.93M	Buy	94,200 +4,200	+5%	+$308K	﹤0.01%	2080
2022 Q4	$7.49M	Hold	90,000	–	–	﹤0.01%	1832
2022 Q3	$6.47M	Hold	90,000	–	–	﹤0.01%	1872
2022 Q2	$5.69M	Buy	+90,000	New	+$6.21M	﹤0.01%	2000
2020 Q1	–	Sell	-25,000	Closed	-$1.19M	–	6980
2019 Q4	$1.19M	Buy	+25,000	New	+$1.1M	﹤0.01%	3307
2019 Q3	–	Sell	-100	Closed	-$4K	–	7055
2019 Q2	$4K	Sell	100 -100	-50%	-$4.36K	﹤0.01%	6400
2019 Q1	$9K	Sell	200 -136,600	-100%	-$6.17M	﹤0.01%	6044
2018 Q4	$5.68M	Sell	136,800 -19,200	-12%	-$868K	﹤0.01%	1885
2018 Q3	$7.67M	Hold	156,000	–	–	﹤0.01%	1794
2018 Q2	$7.97M	Hold	156,000	–	–	﹤0.01%	1688
2018 Q1	$8.15M	Sell	156,000 -259,400	-62%	-$13.9M	﹤0.01%	1680
2017 Q4	$21.3M	Sell	415,400 -196,600	-32%	-$9.24M	0.01%	1090
2017 Q3	$26.8M	Buy	612,000 +196,600	+47%	+$8.16M	0.01%	915
2017 Q2	$17.8M	Sell	415,400 -594,000	-59%	-$23.8M	0.01%	1124
2017 Q1	$41.2M	Buy	1,009,400 +838,000	+489%	+$34.6M	0.02%	605
2016 Q4	$6.76M	Hold	171,400	–	–	﹤0.01%	1749
2016 Q3	$5.41M	Sell	171,400 -127,000	-43%	-$3.72M	﹤0.01%	1864
2016 Q2	$7.55M	Sell	298,400 -19,000	-6%	-$540K	﹤0.01%	1639
2016 Q1	$8.89M	Buy	317,400 +25,400	+9%	+$670K	0.01%	1457
2015 Q4	$9.62M	Buy	292,000 +70,000	+32%	+$2.22M	0.01%	1454
2015 Q3	$6.34M	Hold	222,000	–	–	﹤0.01%	1443
2015 Q2	$7.25M	Buy	222,000 +42,000	+23%	+$1.33M	0.01%	1376
2015 Q1	$5.48M	Sell	180,000 -146,300	-45%	-$4.24M	﹤0.01%	1547
2014 Q4	$9.85M	Hold	326,300	–	–	0.01%	1233
2014 Q3	$9.59M	Hold	326,300	–	–	0.01%	1228
2014 Q2	$8.79M	Hold	326,300	–	–	0.01%	1286
2014 Q1	$8.92M	Buy	326,300 +225,000	+222%	+$5.88M	0.01%	1228
2013 Q4	$2.63M	Hold	101,300	–	–	﹤0.01%	2085
2013 Q3	$2.14M	Hold	101,300	–	–	﹤0.01%	2156
2013 Q2	$2.15M	Buy	+101,300	New	+$1.87M	﹤0.01%	2001

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Royal Bank of Canada's SCHW Position: Q1 2026 in Review

Royal Bank of Canada reduced its Charles Schwab (SCHW) stake by 3.7% in Q1 2026, selling an estimated $18.6M and leaving 4,863,249 shares worth $457M. The position accounts for 0.08% of the portfolio, ranked #237.

Royal Bank of Canada first reported a position in SCHW in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.54B in Q4 2022. 2,326 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Royal Bank of Canada held 4,863,249 shares of Charles Schwab worth $457M as of Q1 2026.
Royal Bank of Canada sold 189,370 Charles Schwab shares in Q1 2026, an estimated $18.6M.
Charles Schwab made up 0.08% of Royal Bank of Canada's portfolio in Q1 2026, its #237 holding.
Royal Bank of Canada first reported a position in Charles Schwab in Q2 2013 and has held it in 52 quarters since.
Royal Bank of Canada's Charles Schwab position peaked at $1.54B in Q4 2022.
2,326 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Royal Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.