SWK
SCHW

Stephen W. Kidder’s Charles Schwab SCHW Stock Holding History

Stephen W. Kidder’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 		$3.59M Buy
38,865
+555
+1% +$50.6K 0.91% 30
2026
Q1 		$3.6M Buy
38,310
+7,435
+24% +$729K 1.06% 29
2025
Q4 		$3.08M Buy
30,875
+12,080
+64% +$1.15M 0.87% 31
2025
Q3 		$1.79M Buy
18,795
+7,770
+70% +$738K 0.51% 38
2025
Q2 		$1.01M Buy
+11,025
New +$923K 0.3% 42

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

Stephen W. Kidder's SCHW Position: Q2 2026 in Review

Stephen W. Kidder increased its Charles Schwab (SCHW) stake by 1.4% in Q2 2026, buying an estimated $50.6K and bringing the position to 38,865 shares worth $3.59M. The position accounts for 0.91% of the portfolio, ranked #30.

Stephen W. Kidder first reported a position in SCHW in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.6M in Q1 2026. 2,311 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Stephen W. Kidder held 38,865 shares of Charles Schwab worth $3.59M as of Q2 2026.
  • Stephen W. Kidder bought 555 Charles Schwab shares in Q2 2026, an estimated $50.6K.
  • Charles Schwab made up 0.91% of Stephen W. Kidder's portfolio in Q2 2026, its #30 holding.
  • Stephen W. Kidder first reported a position in Charles Schwab in Q2 2025 and has held it in 5 quarters since.
  • Stephen W. Kidder's Charles Schwab position peaked at $3.6M in Q1 2026.
  • 2,311 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Stephen W. Kidder's 13F filing for Q2 2026, filed 21 Aug 2026.