S
SCHW

Sachetta’s Charles Schwab SCHW Stock Holding History

Sachetta’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 		– Sell
-493
Closed -$46.3K – 1180
2026
Q1 		$46.3K Buy
493
+58
+13% +$5.69K 0.03% 214
2025
Q4 		$43.5K Sell
435
-1
-0.2% -$95 0.02% 215
2025
Q3 		$41.6K Buy
436
+20
+5% +$1.9K 0.02% 283
2025
Q2 		$38K Buy
416
+87
+26% +$7.29K 0.02% 288
2025
Q1 		$25.8K Buy
329
+2
+0.6% +$157 0.01% 323
2024
Q4 		$24.2K Buy
327
+14
+4% +$1.05K 0.01% 336
2024
Q3 		$20.3K Sell
313
-65
-17% -$4.27K 0.01% 369
2024
Q2 		$24.5K Buy
378
+115
+44% +$8.49K 0.01% 314
2024
Q1 		$18.1K Hold
263
– – 0.01% 326
2023
Q4 		$18.1K Buy
+263
New +$15.2K 0.01% 326

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

Sachetta's SCHW Position: Q2 2026 in Review

Sachetta sold out of Charles Schwab (SCHW) in Q2 2026, closing a stake of 493 shares — an estimated $46.3K sold.

Sachetta first reported a position in SCHW in Q4 2023 and held it in 10 quarters. The position peaked at $46.3K in Q1 2026. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Sachetta reported no remaining Charles Schwab position as of Q2 2026 after selling out during the quarter.
  • Sachetta sold 493 Charles Schwab shares in Q2 2026, an estimated $46.3K.
  • Sachetta first reported a position in Charles Schwab in Q4 2023 and held it in 10 quarters.
  • Sachetta's Charles Schwab position peaked at $46.3K in Q1 2026.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.