SP
SCHW

Sarasin & Partners’s Charles Schwab SCHW Stock Holding History

Sarasin & 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 		$2.02M Buy
21,900
+3,900
+22% +$356K 0.02% 70
2026
Q1 		$1.69M Buy
+18,000
New +$1.77M 0.02% 73

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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

Sarasin & Partners's SCHW Position: Q2 2026 in Review

Sarasin & Partners increased its Charles Schwab (SCHW) stake by 22% in Q2 2026, buying an estimated $356K and bringing the position to 21,900 shares worth $2.02M. The position accounts for 0.02% of the portfolio, ranked #70.

Sarasin & Partners first reported a position in SCHW in Q1 2026 and has held it in 2 quarters since. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Sarasin & Partners held 21,900 shares of Charles Schwab worth $2.02M as of Q2 2026.
  • Sarasin & Partners bought 3,900 Charles Schwab shares in Q2 2026, an estimated $356K.
  • Charles Schwab made up 0.02% of Sarasin & Partners's portfolio in Q2 2026, its #70 holding.
  • Sarasin & Partners first reported a position in Charles Schwab in Q1 2026 and has held it in 2 quarters since.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Sarasin & Partners's 13F filing for Q2 2026, filed 7 Jul 2026.