SCTC
SCHW

Sanibel Captiva Trust Company’s Charles Schwab SCHW Stock Holding History

Sanibel Captiva Trust Company’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 		$4.64M Buy
49,381
+12,787
+35% +$1.25M 0.13% 125
2025
Q4 		$3.66M Buy
36,594
+10,683
+41% +$1.01M 0.1% 148
2025
Q3 		$2.47M Buy
25,911
+14,963
+137% +$1.42M 0.07% 164
2025
Q2 		$999K Buy
10,948
+7,370
+206% +$617K 0.03% 227
2025
Q1 		$280K Sell
3,578
-1,083
-23% -$85K 0.01% 341
2024
Q4 		$345K Buy
4,661
+1,566
+51% +$117K 0.01% 316
2024
Q3 		$201K Buy
+3,095
New +$203K 0.01% 367

Other funds holding SCHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sanibel Captiva Trust Company's SCHW Position: Q1 2026 in Review

Sanibel Captiva Trust Company increased its Charles Schwab (SCHW) stake by 35% in Q1 2026, buying an estimated $1.25M and bringing the position to 49,381 shares worth $4.64M. The position accounts for 0.13% of the portfolio, ranked #125.

Sanibel Captiva Trust Company first reported a position in SCHW in Q3 2024 and has held it in 7 quarters since. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Sanibel Captiva Trust Company held 49,381 shares of Charles Schwab worth $4.64M as of Q1 2026.
  • Sanibel Captiva Trust Company bought 12,787 Charles Schwab shares in Q1 2026, an estimated $1.25M.
  • Charles Schwab made up 0.13% of Sanibel Captiva Trust Company's portfolio in Q1 2026, its #125 holding.
  • Sanibel Captiva Trust Company first reported a position in Charles Schwab in Q3 2024 and has held it in 7 quarters since.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q1 2026, filed 15 May 2026.