Signature Resources Capital Management’s Charles Schwab SCHW Stock Holding History

Signature Resources Capital Management’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	$72.1K	Hold	781	–	–	0.03%	121
2026 Q1	$73.4K	Buy	781 +59	+8%	+$5.79K	0.03%	109
2025 Q4	$72.1K	Buy	722 +15	+2%	+$1.42K	0.04%	110
2025 Q3	$67.5K	Hold	707	–	–	0.04%	110
2025 Q2	$64.5K	Buy	707 +72	+11%	+$6.03K	0.04%	106
2025 Q1	$49.7K	Hold	635	–	–	0.04%	98
2024 Q4	$47K	Hold	635	–	–	0.04%	97
2024 Q3	$41.2K	Hold	635	–	–	0.04%	102
2024 Q2	$46.8K	Hold	635	–	–	0.04%	97
2024 Q1	$43.7K	Hold	635	–	–	0.04%	98
2023 Q4	$43.7K	Buy	+635	New	+$36.7K	0.04%	99

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Signature Resources Capital Management's SCHW Position: Q2 2026 in Review

Signature Resources Capital Management held its Charles Schwab (SCHW) position steady in Q2 2026 at 781 shares worth $72.1K. The position accounts for 0.03% of the portfolio, ranked #121.

Signature Resources Capital Management first reported a position in SCHW in Q4 2023 and has held it in 11 quarters since. The position peaked at $73.4K in Q1 2026. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Signature Resources Capital Management held 781 shares of Charles Schwab worth $72.1K as of Q2 2026.
Signature Resources Capital Management left its Charles Schwab share count unchanged in Q2 2026.
Charles Schwab made up 0.03% of Signature Resources Capital Management's portfolio in Q2 2026, its #121 holding.
Signature Resources Capital Management first reported a position in Charles Schwab in Q4 2023 and has held it in 11 quarters since.
Signature Resources Capital Management's Charles Schwab position peaked at $73.4K in Q1 2026.
2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Signature Resources Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.