Silicon Valley Capital Partners’s Charles Schwab SCHW Stock Holding History

Silicon Valley Capital 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	$14.5M	Buy	156,949 +30,981	+25%	+$2.83M	1.17%	21
2026 Q1	$11.8M	Buy	125,968 +125,875	+135,349%	+$12.3M	1.16%	22
2025 Q4	$9.24K	Buy	93 +1	+1%	+$95	﹤0.01%	208
2025 Q3	$8.81K	Buy	+92	New	+$8.73K	﹤0.01%	217
2025 Q1	–	Sell	-197	Closed	-$14.6K	–	303
2024 Q4	$14.6K	Hold	197	–	–	﹤0.01%	225
2024 Q3	$12.8K	Buy	197 +1	+0.5%	+$66	﹤0.01%	229
2024 Q2	$14.4K	Buy	196 +1	+0.5%	+$74	﹤0.01%	210
2024 Q1	$14.1K	Hold	195	–	–	﹤0.01%	206
2023 Q4	$13.4K	Buy	195 +1	+0.5%	+$58	﹤0.01%	226
2023 Q3	$10.6K	Buy	194 +1	+0.5%	+$60	﹤0.01%	188
2023 Q2	$11K	Buy	+193	New	+$10.1K	﹤0.01%	191
2023 Q1	–	Hold	0	–	–	–	264
2022 Q4	–	Hold	0	–	–	–	216

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 $3.38T AUM 44.17% 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

Silicon Valley Capital Partners's SCHW Position: Q2 2026 in Review

Silicon Valley Capital Partners increased its Charles Schwab (SCHW) stake by 25% in Q2 2026, buying an estimated $2.83M and bringing the position to 156,949 shares worth $14.5M. The position accounts for 1.17% of the portfolio, ranked #21.

Silicon Valley Capital Partners first reported a position in SCHW in Q2 2023 and has held it in 11 quarters since. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Silicon Valley Capital Partners held 156,949 shares of Charles Schwab worth $14.5M as of Q2 2026.
Silicon Valley Capital Partners bought 30,981 Charles Schwab shares in Q2 2026, an estimated $2.83M.
Charles Schwab made up 1.17% of Silicon Valley Capital Partners's portfolio in Q2 2026, its #21 holding.
Silicon Valley Capital Partners first reported a position in Charles Schwab in Q2 2023 and has held it in 11 quarters since.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Silicon Valley Capital Partners's 13F filing for Q2 2026, filed 21 Sep 2026.