SI
SCHW

Sapience Investments’s Charles Schwab SCHW Stock Holding History

Sapience Investments’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 		$8.83K Buy
+94
New +$9.22K 1.14% 26

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sapience Investments's SCHW Position: Q1 2026 in Review

Sapience Investments opened a new position in Charles Schwab (SCHW) in Q1 2026: 94 shares worth $8.83K. The stake represents 1.14% of the portfolio and ranks #26 among its holdings.

2,332 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Sapience Investments held 94 shares of Charles Schwab worth $8.83K as of Q1 2026.
  • Charles Schwab was a new Sapience Investments position in Q1 2026.
  • Charles Schwab made up 1.14% of Sapience Investments's portfolio in Q1 2026, its #26 holding.
  • 2,332 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Sapience Investments's 13F filing for Q1 2026, filed 15 May 2026.