Sanders Morris Harris’s Charles Schwab SCHW Stock Holding History

Sanders Morris Harris’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	$946K	Buy	10,250 +5,500	+116%	+$502K	0.55%	28
2026 Q1	$446K	Buy	+4,750	New	+$466K	0.07%	194
2025 Q4	–	Sell	-4,000	Closed	-$382K	–	252
2025 Q3	$382K	Buy	4,000 +1,000	+33%	+$94.9K	0.05%	199
2025 Q2	$274K	Sell	3,000 -1,000	-25%	-$83.7K	0.07%	111
2025 Q1	$311K	Hold	4,000	–	–	0.05%	201
2024 Q4	$296K	Hold	4,000	–	–	0.04%	222
2024 Q3	$259K	Hold	4,000	–	–	0.04%	232
2024 Q2	$295K	Hold	4,000	–	–	0.05%	219
2024 Q1	$289K	Hold	4,000	–	–	0.05%	213
2023 Q4	$271K	Hold	4,000	–	–	0.13%	149
2023 Q3	$215K	Hold	4,000	–	–	0.04%	225
2023 Q2	$231K	Buy	+4,000	New	+$210K	0.05%	216
2023 Q1	–	Sell	-4,000	Closed	-$333K	–	234
2022 Q4	$333K	Hold	4,000	–	–	0.13%	146
2022 Q3	$293K	Hold	4,000	–	–	0.07%	200
2022 Q2	$256K	Hold	4,000	–	–	0.06%	231
2022 Q1	$337K	Hold	4,000	–	–	0.07%	213
2021 Q4	$342K	Hold	4,000	–	–	0.06%	220
2021 Q3	$307K	Hold	4,000	–	–	0.06%	236
2021 Q2	$283K	Hold	4,000	–	–	0.06%	249
2021 Q1	$268K	Hold	4,000	–	–	0.06%	244
2020 Q4	$238K	Buy	+4,000	New	+$181K	0.05%	241
2020 Q2	–	Sell	-21,900	Closed	-$1.06M	–	197
2020 Q1	$1.06M	Hold	21,900	–	–	1.03%	25
2019 Q4	$1.06M	Hold	21,900	–	–	0.24%	106
2019 Q3	$815K	Hold	21,900	–	–	0.2%	106
2019 Q2	$887K	Buy	+21,900	New	+$954K	0.23%	94

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sanders Morris Harris's SCHW Position: Q2 2026 in Review

Sanders Morris Harris increased its Charles Schwab (SCHW) stake by 116% in Q2 2026, buying an estimated $502K and bringing the position to 10,250 shares worth $946K. The position accounts for 0.55% of the portfolio, ranked #28.

Sanders Morris Harris first reported a position in SCHW in Q2 2019 and has held it in 25 quarters since. The position peaked at $1.06M in Q1 2020. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Sanders Morris Harris held 10,250 shares of Charles Schwab worth $946K as of Q2 2026.
Sanders Morris Harris bought 5,500 Charles Schwab shares in Q2 2026, an estimated $502K.
Charles Schwab made up 0.55% of Sanders Morris Harris's portfolio in Q2 2026, its #28 holding.
Sanders Morris Harris first reported a position in Charles Schwab in Q2 2019 and has held it in 25 quarters since.
Sanders Morris Harris's Charles Schwab position peaked at $1.06M in Q1 2020.
2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.