SC
SCHW

SouthState Corp’s Charles Schwab SCHW Stock Holding History

SouthState Corp’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 		$381K Sell
4,129
-189
-4% -$17.2K 0.02% 292
2026
Q1 		$406K Sell
4,318
-1,620
-27% -$159K 0.02% 265
2025
Q4 		$593K Buy
5,938
+36
+0.6% +$3.42K 0.03% 249
2025
Q3 		$563K Sell
5,902
-56
-0.9% -$5.32K 0.03% 248
2025
Q2 		$544K Sell
5,958
-113
-2% -$9.46K 0.02% 266
2025
Q1 		$475K Buy
6,071
+5,880
+3,079% +$461K 0.02% 271
2024
Q4 		$14.1K Buy
191
+139
+267% +$10.4K ﹤0.01% 458
2024
Q3 		$3.37K Hold
52
– – ﹤0.01% 549
2024
Q2 		$3.83K Buy
+52
New +$3.84K ﹤0.01% 555
2023
Q2 		– Sell
-1,987
Closed -$104K – 641
2023
Q1 		$104K Sell
1,987
-139
-7% -$10.2K 0.01% 305
2022
Q4 		$177K Sell
2,126
-89
-4% -$6.91K 0.02% 273
2022
Q3 		$159K Buy
2,215
+198
+10% +$13.7K 0.02% 272
2022
Q2 		$128K Buy
2,017
+162
+9% +$11.2K 0.01% 296
2022
Q1 		$156K Buy
1,855
+1,307
+239% +$115K 0.01% 301
2021
Q4 		$46K Buy
548
+30
+6% +$2.43K ﹤0.01% 412
2021
Q3 		$38K Buy
+518
New +$37K ﹤0.01% 380
2018
Q1 		– Sell
-9,275
Closed -$477K – 289
2017
Q4 		$477K Buy
+9,275
New +$436K 0.05% 216

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

SouthState Corp's SCHW Position: Q2 2026 in Review

SouthState Corp reduced its Charles Schwab (SCHW) stake by 4.4% in Q2 2026, selling an estimated $17.2K and leaving 4,129 shares worth $381K. The position accounts for 0.02% of the portfolio, ranked #292.

SouthState Corp first reported a position in SCHW in Q4 2017 and has held it in 17 quarters since. The position peaked at $593K in Q4 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • SouthState Corp held 4,129 shares of Charles Schwab worth $381K as of Q2 2026.
  • SouthState Corp sold 189 Charles Schwab shares in Q2 2026, an estimated $17.2K.
  • Charles Schwab made up 0.02% of SouthState Corp's portfolio in Q2 2026, its #292 holding.
  • SouthState Corp first reported a position in Charles Schwab in Q4 2017 and has held it in 17 quarters since.
  • SouthState Corp's Charles Schwab position peaked at $593K in Q4 2025.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.