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 Q2	–	Sell	-4,510	Closed	-$423K	–	198
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 $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

SimplyRich's SCHW Position: Q2 2026 in Review

SimplyRich sold out of Charles Schwab (SCHW) in Q2 2026, closing a stake of 4,510 shares — an estimated $423K sold.

SimplyRich first reported a position in SCHW in Q4 2020 and held it in 22 quarters. The position peaked at $450K in Q4 2025. 2,311 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

SimplyRich reported no remaining Charles Schwab position as of Q2 2026 after selling out during the quarter.
SimplyRich sold 4,510 Charles Schwab shares in Q2 2026, an estimated $423K.
SimplyRich first reported a position in Charles Schwab in Q4 2020 and held it in 22 quarters.
SimplyRich's Charles Schwab position peaked at $450K in Q4 2025.
2,311 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on SimplyRich's 13F filing for Q2 2026, filed 3 Aug 2026.