SC
SCHW

Skylands Capital’s Charles Schwab SCHW Stock Holding History

Skylands Capital’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 		$12.9M Buy
139,835
+40,185
+40% +$3.66M 1.59% 15
2026
Q1 		$9.37M Buy
99,650
+52,650
+112% +$5.16M 1.23% 23
2025
Q4 		$4.7M Buy
47,000
+19,450
+71% +$1.85M 0.64% 42
2025
Q3 		$2.63M Buy
27,550
+12,850
+87% +$1.22M 0.36% 71
2025
Q2 		$1.34M Sell
14,700
-19,900
-58% -$1.67M 0.19% 93
2025
Q1 		$2.71M Buy
34,600
+4,250
+14% +$334K 0.39% 69
2024
Q4 		$2.25M Sell
30,350
-2,750
-8% -$206K 0.31% 72
2024
Q3 		$2.15M Buy
33,100
+19,100
+136% +$1.25M 0.29% 74
2024
Q2 		$1.03M Sell
14,000
-19,350
-58% -$1.43M 0.15% 98
2024
Q1 		$2.41M Sell
33,350
-5,000
-13% -$329K 0.33% 74
2023
Q4 		$2.64M Sell
38,350
-8,250
-18% -$476K 0.39% 62
2023
Q3 		$2.56M Buy
46,600
+20,850
+81% +$1.26M 0.39% 63
2023
Q2 		$1.46M Buy
25,750
+16,400
+175% +$859K 0.21% 84
2023
Q1 		$490K Buy
+9,350
New +$685K 0.07% 111

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

Skylands Capital's SCHW Position: Q2 2026 in Review

Skylands Capital increased its Charles Schwab (SCHW) stake by 40% in Q2 2026, buying an estimated $3.66M and bringing the position to 139,835 shares worth $12.9M. The position accounts for 1.59% of the portfolio, ranked #15.

Skylands Capital first reported a position in SCHW in Q1 2023 and has held it in 14 quarters since. 2,307 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Skylands Capital held 139,835 shares of Charles Schwab worth $12.9M as of Q2 2026.
  • Skylands Capital bought 40,185 Charles Schwab shares in Q2 2026, an estimated $3.66M.
  • Charles Schwab made up 1.59% of Skylands Capital's portfolio in Q2 2026, its #15 holding.
  • Skylands Capital first reported a position in Charles Schwab in Q1 2023 and has held it in 14 quarters since.
  • 2,307 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Skylands Capital's 13F filing for Q2 2026, filed 24 Jul 2026.