SGK
SCHW

Steigerwald Gordon & Koch’s Charles Schwab SCHW Stock Holding History

Steigerwald Gordon & Koch’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 		$285K Buy
3,092
+3
+0.1% +$274 0.03% 125
2026
Q1 		$290K Buy
3,089
+333
+12% +$32.7K 0.03% 111
2025
Q4 		$275K Sell
2,756
-51
-2% -$4.84K 0.03% 117
2025
Q3 		$268K Buy
2,807
+602
+27% +$57.1K 0.03% 118
2025
Q2 		$201K Buy
+2,205
New +$185K 0.02% 122

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

Steigerwald Gordon & Koch's SCHW Position: Q2 2026 in Review

Steigerwald Gordon & Koch increased its Charles Schwab (SCHW) stake by 0.1% in Q2 2026, buying an estimated $274 and bringing the position to 3,092 shares worth $285K. The position accounts for 0.03% of the portfolio, ranked #125.

Steigerwald Gordon & Koch first reported a position in SCHW in Q2 2025 and has held it in 5 quarters since. The position peaked at $290K in Q1 2026. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Steigerwald Gordon & Koch held 3,092 shares of Charles Schwab worth $285K as of Q2 2026.
  • Steigerwald Gordon & Koch bought 3 Charles Schwab shares in Q2 2026, an estimated $274.
  • Charles Schwab made up 0.03% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #125 holding.
  • Steigerwald Gordon & Koch first reported a position in Charles Schwab in Q2 2025 and has held it in 5 quarters since.
  • Steigerwald Gordon & Koch's Charles Schwab position peaked at $290K in Q1 2026.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.