SimplyRich’s Charles Schwab SCHW Stock Holding History

SimplyRich’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 Q1	$423K	Hold	4,510	–	–	0.11%	166
2025 Q4	$450K	Hold	4,510	–	–	0.12%	148
2025 Q3	$430K	Hold	4,510	–	–	0.12%	150
2025 Q2	$411K	Hold	4,510	–	–	0.11%	158
2025 Q1	$353K	Hold	4,510	–	–	0.1%	166
2024 Q4	$333K	Hold	4,510	–	–	0.1%	167
2024 Q3	$292K	Hold	4,510	–	–	0.08%	182
2024 Q2	$332K	Hold	4,510	–	–	0.11%	139
2024 Q1	$327K	Hold	4,510	–	–	0.11%	143
2023 Q4	$310K	Hold	4,510	–	–	0.11%	141
2023 Q3	$247K	Hold	4,510	–	–	0.12%	131
2023 Q2	$255K	Sell	4,510 -31	-0.7%	-$1.62K	0.09%	156
2023 Q1	$237K	Hold	4,541	–	–	0.09%	160
2022 Q4	$378K	Hold	4,541	–	–	0.15%	126
2022 Q3	$326K	Hold	4,541	–	–	0.15%	121
2022 Q2	$286K	Hold	4,541	–	–	0.12%	136
2022 Q1	$382K	Hold	4,541	–	–	0.13%	128
2021 Q4	$382K	Buy	4,541 +31	+0.7%	+$2.51K	0.13%	129
2021 Q3	$328K	Hold	4,510	–	–	0.12%	139
2021 Q2	$328K	Hold	4,510	–	–	0.15%	125
2021 Q1	$294K	Hold	4,510	–	–	0.12%	137
2020 Q4	$239K	Buy	+4,510	New	+$204K	0.11%	137

Other funds holding SCHW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

SimplyRich's SCHW Position: Q1 2026 in Review

SimplyRich held its Charles Schwab (SCHW) position steady in Q1 2026 at 4,510 shares worth $423K. The position accounts for 0.11% of the portfolio, ranked #166.

SimplyRich first reported a position in SCHW in Q4 2020 and has held it in 22 quarters since. The position peaked at $450K in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

SimplyRich held 4,510 shares of Charles Schwab worth $423K as of Q1 2026.
SimplyRich left its Charles Schwab share count unchanged in Q1 2026.
Charles Schwab made up 0.11% of SimplyRich's portfolio in Q1 2026, its #166 holding.
SimplyRich first reported a position in Charles Schwab in Q4 2020 and has held it in 22 quarters since.
SimplyRich's Charles Schwab position peaked at $450K in Q4 2025.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on SimplyRich's 13F filing for Q1 2026, filed 1 May 2026.