SIG
SCHW

Sky Investment Group’s Charles Schwab SCHW Stock Holding History

Sky Investment Group’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 		$752K Buy
8,145
+1,260
+18% +$115K 0.12% 99
2026
Q1 		$647K Buy
6,885
+600
+10% +$58.8K 0.11% 103
2025
Q4 		$628K Buy
6,285
+1,215
+24% +$115K 0.1% 101
2025
Q3 		$484K Sell
5,070
-150
-3% -$14.2K 0.08% 109
2025
Q2 		$476K Buy
5,220
+75
+1% +$6.28K 0.08% 106
2025
Q1 		$403K Hold
5,145
– – 0.07% 108
2024
Q4 		$381K Hold
5,145
– – 0.07% 109
2024
Q3 		$333K Buy
5,145
+60
+1% +$3.94K 0.06% 116
2024
Q2 		$375K Buy
5,085
+500
+11% +$36.9K 0.07% 108
2024
Q1 		$332K Buy
4,585
+1,240
+37% +$81.7K 0.06% 108
2023
Q4 		$230K Buy
+3,345
New +$193K 0.05% 120

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

Sky Investment Group's SCHW Position: Q2 2026 in Review

Sky Investment Group increased its Charles Schwab (SCHW) stake by 18% in Q2 2026, buying an estimated $115K and bringing the position to 8,145 shares worth $752K. The position accounts for 0.12% of the portfolio, ranked #99.

Sky Investment Group first reported a position in SCHW in Q4 2023 and has held it in 11 quarters since. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Sky Investment Group held 8,145 shares of Charles Schwab worth $752K as of Q2 2026.
  • Sky Investment Group bought 1,260 Charles Schwab shares in Q2 2026, an estimated $115K.
  • Charles Schwab made up 0.12% of Sky Investment Group's portfolio in Q2 2026, its #99 holding.
  • Sky Investment Group first reported a position in Charles Schwab in Q4 2023 and has held it in 11 quarters since.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Sky Investment Group's 13F filing for Q2 2026, filed 20 Jul 2026.