Sand Hill Global Advisors’s Charles Schwab SCHW Stock Holding History

Sand Hill Global Advisors’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	$568K	Buy	6,045 +192	+3%	+$18.8K	0.02%	138
2025 Q4	$585K	Buy	5,853 +105	+2%	+$9.96K	0.02%	137
2025 Q3	$549K	Hold	5,748	–	–	0.02%	137
2025 Q2	$524K	Hold	5,748	–	–	0.02%	144
2025 Q1	$450K	Hold	5,748	–	–	0.02%	147
2024 Q4	$425K	Hold	5,748	–	–	0.02%	149
2024 Q3	$373K	Hold	5,748	–	–	0.02%	152
2024 Q2	$424K	Hold	5,748	–	–	0.02%	145
2024 Q1	$416K	Hold	5,748	–	–	0.02%	126
2023 Q4	$395K	Hold	5,748	–	–	0.02%	131
2023 Q3	$316K	Hold	5,748	–	–	0.02%	130
2023 Q2	$326K	Sell	5,748 -1,064	-16%	-$55.7K	0.02%	132
2023 Q1	$357K	Buy	6,812 +1,000	+17%	+$73.2K	0.02%	133
2022 Q4	$484K	Buy	5,812 +64	+1%	+$4.97K	0.03%	125
2022 Q3	$413K	Sell	5,748 -619	-10%	-$43K	0.03%	121
2022 Q2	$402K	Sell	6,367 -1,013	-14%	-$69.9K	0.02%	123
2022 Q1	$622K	Buy	7,380 +1,032	+16%	+$90.8K	0.03%	104
2021 Q4	$534K	Hold	6,348	–	–	0.03%	111
2021 Q3	$462K	Sell	6,348 -249	-4%	-$17.8K	0.03%	112
2021 Q2	$480K	Buy	6,597 +579	+10%	+$41K	0.03%	109
2021 Q1	$392K	Hold	6,018	–	–	0.03%	103
2020 Q4	$319K	Buy	6,018 +192	+3%	+$8.69K	0.02%	115
2020 Q3	$211K	Sell	5,826 -118	-2%	-$4.11K	0.02%	124
2020 Q2	$201K	Sell	5,944 -87,894	-94%	-$3.15M	0.02%	123
2020 Q1	$3.15M	Buy	93,838 +4,887	+5%	+$205K	0.3%	51
2019 Q4	$4.23M	Buy	88,951 +1,478	+2%	+$65.2K	0.38%	50
2019 Q3	$3.66M	Sell	87,473 -1,060	-1%	-$42.8K	0.34%	50
2019 Q2	$3.56M	Buy	88,533 +303	+0.3%	+$13.2K	0.37%	52
2019 Q1	$3.77M	Buy	88,230 +84	+0.1%	+$3.79K	0.39%	50
2018 Q4	$3.66M	Buy	88,146 +215	+0.2%	+$9.72K	0.39%	51
2018 Q3	$4.32M	Buy	87,931 +157	+0.2%	+$8.02K	0.41%	49
2018 Q2	$4.49M	Buy	87,774 +74,841	+579%	+$4.15M	0.44%	43
2018 Q1	$675K	Sell	12,933 -122,555	-90%	-$6.57M	0.65%	30
2017 Q4	$6.96M	Sell	135,488 -7,110	-5%	-$334K	0.69%	24
2017 Q3	$6.24M	Buy	142,598 +1,039	+0.7%	+$43.1K	0.67%	24
2017 Q2	$6.08M	Sell	141,559 -1,820	-1%	-$72.9K	0.69%	27
2017 Q1	$5.85M	Sell	143,379 -554	-0.4%	-$22.9K	0.76%	21
2016 Q4	$5.68M	Sell	143,933 -62,077	-30%	-$2.22M	0.78%	23
2016 Q3	$6.5M	Sell	206,010 -175	-0.1%	-$5.13K	0.99%	17
2016 Q2	$5.22M	Buy	206,185 +2,099	+1%	+$59.7K	0.82%	22
2016 Q1	$5.72M	Buy	204,086 +63,502	+45%	+$1.68M	0.87%	21
2015 Q4	$4.63M	Sell	140,584 -511	-0.4%	-$16.2K	0.74%	24
2015 Q3	$4.03M	Buy	141,095 +1,651	+1%	+$53K	0.64%	29
2015 Q2	$4.55M	Sell	139,444 -1,600	-1%	-$50.6K	0.74%	26
2015 Q1	$4.29M	Sell	141,044 -17,348	-11%	-$503K	0.7%	27
2014 Q4	$4.78M	Sell	158,392 -10,809	-6%	-$307K	0.82%	22
2014 Q3	$4.97M	Buy	169,201 +8,589	+5%	+$243K	0.83%	20
2014 Q2	$4.33M	Buy	160,612 +1,400	+0.9%	+$36.7K	0.82%	21
2014 Q1	$4.35M	Buy	159,212 +1,910	+1%	+$49.9K	0.88%	22
2013 Q4	$4.09M	Sell	157,302 -59,302	-27%	-$1.41M	0.87%	23
2013 Q3	$4.58M	Buy	216,604 +57,776	+36%	+$1.26M	0.79%	25
2013 Q2	$3.37M	Buy	+158,828	New	+$2.93M	0.93%	22

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

Sand Hill Global Advisors's SCHW Position: Q1 2026 in Review

Sand Hill Global Advisors increased its Charles Schwab (SCHW) stake by 3.3% in Q1 2026, buying an estimated $18.8K and bringing the position to 6,045 shares worth $568K. The position accounts for 0.02% of the portfolio, ranked #138.

Sand Hill Global Advisors first reported a position in SCHW in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.96M in Q4 2017. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Sand Hill Global Advisors held 6,045 shares of Charles Schwab worth $568K as of Q1 2026.
Sand Hill Global Advisors bought 192 Charles Schwab shares in Q1 2026, an estimated $18.8K.
Charles Schwab made up 0.02% of Sand Hill Global Advisors's portfolio in Q1 2026, its #138 holding.
Sand Hill Global Advisors first reported a position in Charles Schwab in Q2 2013 and has held it in 52 quarters since.
Sand Hill Global Advisors's Charles Schwab position peaked at $6.96M in Q4 2017.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Sand Hill Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.