Sandhill Capital Partners’s Charles Schwab SCHW Stock Holding History

Sandhill Capital 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	$48.6M	Sell	517,124 -55,836	-10%	-$5.48M	4.18%	4
2025 Q4	$57.2M	Sell	572,960 -16,082	-3%	-$1.53M	4.08%	6
2025 Q3	$56.2M	Sell	589,042 -6,515	-1%	-$618K	3.93%	9
2025 Q2	$54.3M	Buy	595,557 +2,942	+0.5%	+$246K	3.9%	9
2025 Q1	$46.4M	Sell	592,615 -10,601	-2%	-$832K	3.81%	9
2024 Q4	$44.6M	Sell	603,216 -184,149	-23%	-$13.8M	3.5%	10
2024 Q3	$51M	Buy	787,365 +60,332	+8%	+$3.96M	3.64%	13
2024 Q2	$53.6M	Sell	727,033 -9,279	-1%	-$685K	4.11%	7
2024 Q1	$53.3M	Sell	736,312 -2,288	-0.3%	-$151K	4.26%	6
2023 Q4	$50.8M	Buy	738,600 +114,096	+18%	+$6.59M	4.22%	8
2023 Q3	$34.3M	Buy	624,504 +88	+0%	+$5.32K	3.21%	15
2023 Q2	$35.4M	Buy	+624,416	New	+$32.7M	3.23%	13

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

Sandhill Capital Partners's SCHW Position: Q1 2026 in Review

Sandhill Capital Partners reduced its Charles Schwab (SCHW) stake by 9.7% in Q1 2026, selling an estimated $5.48M and leaving 517,124 shares worth $48.6M. The position accounts for 4.18% of the portfolio, ranked #4.

Sandhill Capital Partners first reported a position in SCHW in Q2 2023 and has held it in 12 quarters since. The position peaked at $57.2M in Q4 2025. 2,322 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Sandhill Capital Partners held 517,124 shares of Charles Schwab worth $48.6M as of Q1 2026.
Sandhill Capital Partners sold 55,836 Charles Schwab shares in Q1 2026, an estimated $5.48M.
Charles Schwab made up 4.18% of Sandhill Capital Partners's portfolio in Q1 2026, its #4 holding.
Sandhill Capital Partners first reported a position in Charles Schwab in Q2 2023 and has held it in 12 quarters since.
Sandhill Capital Partners's Charles Schwab position peaked at $57.2M in Q4 2025.
2,322 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Sandhill Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.