SCP
SCHW

Stevens Capital Partners’s Charles Schwab SCHW Stock Holding History

Stevens Capital Partners’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 		$221K Buy
+2,397
New +$219K 0.04% 144

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Fidelity Investments
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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
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Stevens Capital Partners's SCHW Position: Q2 2026 in Review

Stevens Capital Partners opened a new position in Charles Schwab (SCHW) in Q2 2026: 2,397 shares worth $221K. The stake represents 0.04% of the portfolio and ranks #144 among its holdings.

2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Stevens Capital Partners held 2,397 shares of Charles Schwab worth $221K as of Q2 2026.
  • Charles Schwab was a new Stevens Capital Partners position in Q2 2026.
  • Charles Schwab made up 0.04% of Stevens Capital Partners's portfolio in Q2 2026, its #144 holding.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Stevens Capital Partners's 13F filing for Q2 2026, filed 10 Aug 2026.