SEP
SCHW

Signature Equity Partners’s Charles Schwab SCHW Stock Holding History

Signature Equity 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 		$72.2K Sell
782
-119
-13% -$10.9K 0.03% 352
2026
Q1 		$84.6K Sell
901
-1,340
-60% -$131K 0.05% 316
2025
Q4 		$224K Buy
+2,241
New +$213K 0.12% 155

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

Signature Equity Partners's SCHW Position: Q2 2026 in Review

Signature Equity Partners reduced its Charles Schwab (SCHW) stake by 13% in Q2 2026, selling an estimated $10.9K and leaving 782 shares worth $72.2K. The position accounts for 0.03% of the portfolio, ranked #352.

Signature Equity Partners first reported a position in SCHW in Q4 2025 and has held it in 3 quarters since. The position peaked at $224K in Q4 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Signature Equity Partners held 782 shares of Charles Schwab worth $72.2K as of Q2 2026.
  • Signature Equity Partners sold 119 Charles Schwab shares in Q2 2026, an estimated $10.9K.
  • Charles Schwab made up 0.03% of Signature Equity Partners's portfolio in Q2 2026, its #352 holding.
  • Signature Equity Partners first reported a position in Charles Schwab in Q4 2025 and has held it in 3 quarters since.
  • Signature Equity Partners's Charles Schwab position peaked at $224K in Q4 2025.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Signature Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.