Stifel Financial’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $107M | Buy |
1,139,404
+95,890
| +9% | +$9.4M | 0.1% | 217 |
|
|
2025
Q4 | $104M | Sell |
1,043,514
-29,094
| -3% | -$2.76M | 0.09% | 215 |
|
|
2025
Q3 | $102M | Sell |
1,072,608
-24,306
| -2% | -$2.31M | 0.09% | 210 |
|
|
2025
Q2 | $100M | Buy |
1,096,914
+162,081
| +17% | +$13.6M | 0.1% | 208 |
|
|
2025
Q1 | $73.2M | Buy |
934,833
+92,959
| +11% | +$7.3M | 0.08% | 251 |
|
|
2024
Q4 | $62.3M | Sell |
841,874
-4,623
| -0.5% | -$346K | 0.06% | 282 |
|
|
2024
Q3 | $54.9M | Sell |
846,497
-204,357
| -19% | -$13.4M | 0.06% | 305 |
|
|
2024
Q2 | $77.4M | Sell |
1,050,854
-147,340
| -12% | -$10.9M | 0.09% | 227 |
|
|
2024
Q1 | $86.7M | Sell |
1,198,194
-71,244
| -6% | -$4.69M | 0.1% | 214 |
|
|
2023
Q4 | $87.3M | Buy |
1,269,438
+104,749
| +9% | +$6.05M | 0.11% | 190 |
|
|
2023
Q3 | $63.9M | Buy |
1,164,689
+66,351
| +6% | +$4.01M | 0.09% | 228 |
|
|
2023
Q2 | $62.3M | Sell |
1,098,338
-86,424
| -7% | -$4.53M | 0.09% | 235 |
|
|
2023
Q1 | $62.1M | Sell |
1,184,762
-59,345
| -5% | -$4.35M | 0.09% | 224 |
|
|
2022
Q4 | $104M | Sell |
1,244,107
-47,094
| -4% | -$3.66M | 0.16% | 154 |
|
|
2022
Q3 | $92.8M | Sell |
1,291,201
-43,375
| -3% | -$3.01M | 0.15% | 152 |
|
|
2022
Q2 | $84.3M | Sell |
1,334,576
-115,425
| -8% | -$7.96M | 0.13% | 172 |
|
|
2022
Q1 | $122M | Sell |
1,450,001
-2,406
| -0.2% | -$212K | 0.17% | 143 |
|
|
2021
Q4 | $122M | Buy |
1,452,407
+100,539
| +7% | +$8.13M | 0.16% | 144 |
|
|
2021
Q3 | $98.5M | Buy |
1,351,868
+61,566
| +5% | +$4.4M | 0.14% | 154 |
|
|
2021
Q2 | $93.9M | Buy |
1,290,302
+175,799
| +16% | +$12.4M | 0.14% | 157 |
|
|
2021
Q1 | $72.6M | Buy |
1,114,503
+12,546
| +1% | +$761K | 0.12% | 177 |
|
|
2020
Q4 | $58.4M | Buy |
1,101,957
+47,109
| +4% | +$2.13M | 0.1% | 193 |
|
|
2020
Q3 | $38.2M | Sell |
1,054,848
-7,830
| -0.7% | -$272K | 0.08% | 234 |
|
|
2020
Q2 | $35.9M | Sell |
1,062,678
-152,653
| -13% | -$5.47M | 0.08% | 222 |
|
|
2020
Q1 | $41M | Buy |
1,215,331
+25,049
| +2% | +$1.05M | 0.11% | 188 |
|
|
2019
Q4 | $56.6M | Buy |
1,190,282
+75,803
| +7% | +$3.34M | 0.12% | 185 |
|
|
2019
Q3 | $46.6M | Buy |
1,114,479
+125,708
| +13% | +$5.07M | 0.12% | 191 |
|
|
2019
Q2 | $39.7M | Buy |
988,771
+130,573
| +15% | +$5.69M | 0.1% | 205 |
|
|
2019
Q1 | $36.7M | Buy |
858,198
+282,501
| +49% | +$12.8M | 0.1% | 209 |
|
|
2018
Q4 | $23.9M | Buy |
575,697
+163,118
| +40% | +$7.38M | 0.08% | 247 |
|
|
2018
Q3 | $20.3M | Sell |
412,579
-2,404
| -0.6% | -$123K | 0.06% | 300 |
|
|
2018
Q2 | $21.2M | Sell |
414,983
-1,128
| -0.3% | -$62.5K | 0.07% | 295 |
|
|
2018
Q1 | $21.7M | Buy |
416,111
+48,619
| +13% | +$2.61M | 0.07% | 284 |
|
|
2017
Q4 | $18.8M | Buy |
367,492
+15,339
| +4% | +$721K | 0.06% | 321 |
|
|
2017
Q3 | $15.4M | Sell |
352,153
-10,287
| -3% | -$427K | 0.05% | 353 |
|
|
2017
Q2 | $15.6M | Buy |
362,440
+22,365
| +7% | +$895K | 0.06% | 327 |
|
|
2017
Q1 | $13.9M | Buy |
340,075
+17,320
| +5% | +$715K | 0.05% | 350 |
|
|
2016
Q4 | $12.7M | Buy |
322,755
+39,980
| +14% | +$1.43M | 0.05% | 349 |
|
|
2016
Q3 | $8.93M | Buy |
282,775
+60,698
| +27% | +$1.78M | 0.04% | 418 |
|
|
2016
Q2 | $5.62M | Buy |
222,077
+38,356
| +21% | +$1.09M | 0.03% | 557 |
|
|
2016
Q1 | $5.15M | Buy |
183,721
+123,480
| +205% | +$3.26M | 0.03% | 537 |
|
|
2015
Q4 | $1.98M | Sell |
60,241
-1,450
| -2% | -$45.9K | 0.01% | 967 |
|
|
2015
Q3 | $1.76M | Buy |
61,691
+8,454
| +16% | +$271K | 0.01% | 970 |
|
|
2015
Q2 | $1.72M | Buy |
53,237
+3,546
| +7% | +$112K | 0.01% | 1093 |
|
|
2015
Q1 | $1.51M | Sell |
49,691
-26,021
| -34% | -$754K | 0.01% | 1069 |
|
|
2014
Q4 | $2.29M | Buy |
75,712
+15,837
| +26% | +$450K | 0.01% | 857 |
|
|
2014
Q3 | $1.76M | Buy |
59,875
+9,092
| +18% | +$257K | 0.02% | 814 |
|
|
2014
Q2 | $1.37M | Buy |
50,783
+12,806
| +34% | +$336K | 0.01% | 951 |
|
|
2014
Q1 | $1.04M | Buy |
+37,977
| New | +$992K | 0.01% | 1052 |
|
Other funds holding SCHW
VCM
VPM
Stifel Financial's SCHW Position: Q1 2026 in Review
Stifel Financial increased its Charles Schwab (SCHW) stake by 9.2% in Q1 2026, buying an estimated $9.4M and bringing the position to 1,139,404 shares worth $107M. The position accounts for 0.1% of the portfolio, ranked #217.
Stifel Financial first reported a position in SCHW in Q1 2014 and has held it in 49 quarters since. The position peaked at $122M in Q1 2022. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.
- Stifel Financial held 1,139,404 shares of Charles Schwab worth $107M as of Q1 2026.
- Stifel Financial bought 95,890 Charles Schwab shares in Q1 2026, an estimated $9.4M.
- Charles Schwab made up 0.1% of Stifel Financial's portfolio in Q1 2026, its #217 holding.
- Stifel Financial first reported a position in Charles Schwab in Q1 2014 and has held it in 49 quarters since.
- Stifel Financial's Charles Schwab position peaked at $122M in Q1 2022.
- 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.
Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.