STS
SCHW

SG Trading Solutions’s Charles Schwab SCHW Stock Holding History

SG Trading Solutions’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
2025
Q4 		$1.37M Buy
+13,705
New +$1.3M 0.32% 70

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

SG Trading Solutions's SCHW Position: Q4 2025 in Review

SG Trading Solutions opened a new position in Charles Schwab (SCHW) in Q4 2025: 13,705 shares worth $1.37M. The stake represents 0.32% of the portfolio and ranks #70 among its holdings.

2,326 funds tracked by Wall St. Rank hold SCHW as of Q4 2025.

  • SG Trading Solutions held 13,705 shares of Charles Schwab worth $1.37M as of Q4 2025.
  • Charles Schwab was a new SG Trading Solutions position in Q4 2025.
  • Charles Schwab made up 0.32% of SG Trading Solutions's portfolio in Q4 2025, its #70 holding.
  • 2,326 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2025.

Based on SG Trading Solutions's 13F filing for Q4 2025, filed 24 Feb 2026.