State of Wisconsin Investment Board
SCHW

State of Wisconsin Investment Board’s Charles Schwab SCHW Stock Holding History

State of Wisconsin Investment Board’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 		$87.4M Buy
930,463
+18,897
+2% +$1.85M 0.2% 81
2025
Q4 		$91.1M Sell
911,566
-95,008
-9% -$9.01M 0.2% 74
2025
Q3 		$96.1M Buy
1,006,574
+16,946
+2% +$1.61M 0.22% 71
2025
Q2 		$90.3M Sell
989,628
-2,954
-0.3% -$247K 0.22% 72
2025
Q1 		$77.7M Buy
992,582
+54,878
+6% +$4.31M 0.2% 87
2024
Q4 		$69.4M Buy
937,704
+40,124
+4% +$3M 0.18% 96
2024
Q3 		$58.2M Buy
897,580
+10,284
+1% +$676K 0.15% 125
2024
Q2 		$65.4M Sell
887,296
-1,620
-0.2% -$120K 0.17% 107
2024
Q1 		$64.3M Buy
888,916
+48,071
+6% +$3.17M 0.17% 113
2023
Q4 		$57.9M Sell
840,845
-51,234
-6% -$2.96M 0.16% 118
2023
Q3 		$49M Buy
892,079
+107,422
+14% +$6.49M 0.15% 130
2023
Q2 		$44.5M Sell
784,657
-151,552
-16% -$7.94M 0.12% 151
2023
Q1 		$49M Sell
936,209
-491,901
-34% -$36M 0.15% 137
2022
Q4 		$119M Buy
1,428,110
+132,793
+10% +$10.3M 0.38% 45
2022
Q3 		$93.1M Sell
1,295,317
-250,906
-16% -$17.4M 0.3% 61
2022
Q2 		$97.7M Sell
1,546,223
-350,153
-18% -$24.1M 0.26% 73
2022
Q1 		$160M Sell
1,896,376
-237,015
-11% -$20.8M 0.33% 49
2021
Q4 		$179M Buy
2,133,391
+178,229
+9% +$14.4M 0.35% 48
2021
Q3 		$142M Buy
1,955,162
+18,836
+1% +$1.35M 0.29% 59
2021
Q2 		$141M Buy
1,936,326
+63,901
+3% +$4.52M 0.29% 61
2021
Q1 		$122M Buy
1,872,425
+270,070
+17% +$16.4M 0.26% 86
2020
Q4 		$85M Buy
1,602,355
+142,778
+10% +$6.46M 0.2% 113
2020
Q3 		$52.9M Buy
1,459,577
+214,189
+17% +$7.45M 0.13% 170
2020
Q2 		$42M Buy
1,245,388
+566,086
+83% +$20.3M 0.12% 197
2020
Q1 		$22.8M Sell
679,302
-110,326
-14% -$4.63M 0.08% 268
2019
Q4 		$37.6M Buy
789,628
+81,159
+11% +$3.58M 0.09% 230
2019
Q3 		$29.6M Buy
708,469
+34,551
+5% +$1.39M 0.08% 269
2019
Q2 		$27.1M Sell
673,918
-363,963
-35% -$15.9M 0.08% 271
2019
Q1 		$44.4M Buy
1,037,881
+371
+0% +$16.8K 0.13% 175
2018
Q4 		$43.1M Sell
1,037,510
-62,604
-6% -$2.83M 0.14% 149
2018
Q3 		$54.1M Sell
1,100,114
-97,447
-8% -$4.98M 0.15% 135
2018
Q2 		$61.2M Buy
1,197,561
+38,168
+3% +$2.11M 0.18% 123
2018
Q1 		$60.5M Buy
1,159,393
+963
+0.1% +$51.6K 0.17% 123
2017
Q4 		$59.5M Sell
1,158,430
-25,437
-2% -$1.19M 0.16% 138
2017
Q3 		$51.8M Buy
1,183,867
+83,762
+8% +$3.48M 0.15% 147
2017
Q2 		$47.3M Buy
1,100,105
+211,760
+24% +$8.48M 0.15% 148
2017
Q1 		$36.3M Buy
888,345
+185,896
+26% +$7.68M 0.14% 157
2016
Q4 		$27.7M Sell
702,449
-155,144
-18% -$5.54M 0.12% 181
2016
Q3 		$27.1M Sell
857,593
-30,000
-3% -$880K 0.11% 214
2016
Q2 		$22.5M Sell
887,593
-37,590
-4% -$1.07M 0.09% 247
2016
Q1 		$25.9M Sell
925,183
-33,950
-4% -$896K 0.1% 214
2015
Q4 		$31.6M Buy
959,133
+103,590
+12% +$3.28M 0.12% 189
2015
Q3 		$24.4M Sell
855,543
-23,830
-3% -$765K 0.09% 247
2015
Q2 		$28.7M Buy
879,373
+25,780
+3% +$815K 0.1% 236
2015
Q1 		$26M Sell
853,593
-23,370
-3% -$677K 0.09% 269
2014
Q4 		$26.5M Buy
876,963
+50,040
+6% +$1.42M 0.09% 264
2014
Q3 		$24.3M Sell
826,923
-172,430
-17% -$4.88M 0.09% 277
2014
Q2 		$26.9M Sell
999,353
-138,440
-12% -$3.63M 0.1% 251
2014
Q1 		$31.1M Buy
1,137,793
+1,030
+0.1% +$26.9K 0.12% 200
2013
Q4 		$29.6M Sell
1,136,763
-23,520
-2% -$561K 0.11% 210
2013
Q3 		$24.5M Sell
1,160,283
-62,580
-5% -$1.36M 0.1% 240
2013
Q2 		$26M Buy
+1,222,863
New +$22.6M 0.11% 221

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State of Wisconsin Investment Board's SCHW Position: Q1 2026 in Review

State of Wisconsin Investment Board increased its Charles Schwab (SCHW) stake by 2.1% in Q1 2026, buying an estimated $1.85M and bringing the position to 930,463 shares worth $87.4M. The position accounts for 0.2% of the portfolio, ranked #81.

State of Wisconsin Investment Board first reported a position in SCHW in Q2 2013 and has held it in 52 quarters since. The position peaked at $179M in Q4 2021. 2,326 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • State of Wisconsin Investment Board held 930,463 shares of Charles Schwab worth $87.4M as of Q1 2026.
  • State of Wisconsin Investment Board bought 18,897 Charles Schwab shares in Q1 2026, an estimated $1.85M.
  • Charles Schwab made up 0.2% of State of Wisconsin Investment Board's portfolio in Q1 2026, its #81 holding.
  • State of Wisconsin Investment Board first reported a position in Charles Schwab in Q2 2013 and has held it in 52 quarters since.
  • State of Wisconsin Investment Board's Charles Schwab position peaked at $179M in Q4 2021.
  • 2,326 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on State of Wisconsin Investment Board's 13F filing for Q1 2026, filed 15 May 2026.