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
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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Stephen W. Kidder's SCHW Position: Q1 2026 in Review

Stephen W. Kidder increased its Charles Schwab (SCHW) stake by 24% in Q1 2026, buying an estimated $729K and bringing the position to 38,310 shares worth $3.6M. The position accounts for 1.06% of the portfolio, ranked #29.

Stephen W. Kidder first reported a position in SCHW in Q2 2025 and has held it in 4 quarters since. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Stephen W. Kidder held 38,310 shares of Charles Schwab worth $3.6M as of Q1 2026.
  • Stephen W. Kidder bought 7,435 Charles Schwab shares in Q1 2026, an estimated $729K.
  • Charles Schwab made up 1.06% of Stephen W. Kidder's portfolio in Q1 2026, its #29 holding.
  • Stephen W. Kidder first reported a position in Charles Schwab in Q2 2025 and has held it in 4 quarters since.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Stephen W. Kidder's 13F filing for Q1 2026, filed 11 May 2026.