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 Q2	$43.8M	Sell	474,705 -42,419	-8%	-$3.87M	3.56%	7
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 $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

Sandhill Capital Partners's SCHW Position: Q2 2026 in Review

Sandhill Capital Partners reduced its Charles Schwab (SCHW) stake by 8.2% in Q2 2026, selling an estimated $3.87M and leaving 474,705 shares worth $43.8M. The position accounts for 3.56% of the portfolio, ranked #7.

Sandhill Capital Partners first reported a position in SCHW in Q2 2023 and has held it in 13 quarters since. The position peaked at $57.2M in Q4 2025. 2,316 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Sandhill Capital Partners held 474,705 shares of Charles Schwab worth $43.8M as of Q2 2026.
Sandhill Capital Partners sold 42,419 Charles Schwab shares in Q2 2026, an estimated $3.87M.
Charles Schwab made up 3.56% of Sandhill Capital Partners's portfolio in Q2 2026, its #7 holding.
Sandhill Capital Partners first reported a position in Charles Schwab in Q2 2023 and has held it in 13 quarters since.
Sandhill Capital Partners's Charles Schwab position peaked at $57.2M in Q4 2025.
2,316 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Sandhill Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.