SFO
SCHW

Stenger Family Office’s Charles Schwab SCHW Stock Holding History

Stenger Family Office’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 		$4.87M Buy
52,772
+19,982
+61% +$1.82M 0.77% 35
2026
Q1 		$3.08M Buy
32,790
+2,212
+7% +$217K 0.54% 50
2025
Q4 		$3.06M Buy
30,578
+1,650
+6% +$157K 0.63% 43
2025
Q3 		$2.74M Buy
28,928
+4,169
+17% +$396K 0.56% 50
2025
Q2 		$2.44M Buy
+24,759
New +$2.07M 0.63% 44
2024
Q4 		$1.32M Buy
+17,813
New +$1.33M 0.45% 55

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

Stenger Family Office's SCHW Position: Q2 2026 in Review

Stenger Family Office increased its Charles Schwab (SCHW) stake by 61% in Q2 2026, buying an estimated $1.82M and bringing the position to 52,772 shares worth $4.87M. The position accounts for 0.77% of the portfolio, ranked #35.

Stenger Family Office first reported a position in SCHW in Q4 2024 and has held it in 6 quarters since. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Stenger Family Office held 52,772 shares of Charles Schwab worth $4.87M as of Q2 2026.
  • Stenger Family Office bought 19,982 Charles Schwab shares in Q2 2026, an estimated $1.82M.
  • Charles Schwab made up 0.77% of Stenger Family Office's portfolio in Q2 2026, its #35 holding.
  • Stenger Family Office first reported a position in Charles Schwab in Q4 2024 and has held it in 6 quarters since.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Stenger Family Office's 13F filing for Q2 2026, filed 13 Jul 2026.