SFO
SCHW

Stokes Family Office’s Charles Schwab SCHW Stock Holding History

Stokes 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 		$298K Sell
3,232
-3,476
-52% -$317K 0.03% 227
2026
Q1 		$630K Sell
6,708
-485
-7% -$47.6K 0.07% 171
2025
Q4 		$719K Buy
7,193
+225
+3% +$21.3K 0.07% 160
2025
Q3 		$665K Sell
6,968
-248
-3% -$23.5K 0.06% 159
2025
Q2 		$658K Sell
7,216
-335
-4% -$28.1K 0.07% 141
2025
Q1 		$591K Sell
7,551
-230
-3% -$18.1K 0.07% 143
2024
Q4 		$576K Sell
7,781
-289
-4% -$21.6K 0.06% 146
2024
Q3 		$523K Sell
8,070
-375
-4% -$24.6K 0.06% 149
2024
Q2 		$622K Buy
8,445
+93
+1% +$6.87K 0.07% 140
2024
Q1 		$604K Hold
8,352
– – 0.08% 139
2023
Q4 		$575K Sell
8,352
-4,469
-35% -$258K 0.08% 132
2023
Q3 		$704K Sell
12,821
-205
-2% -$12.4K 0.08% 157
2023
Q2 		$738K Buy
13,026
+238
+2% +$12.5K 0.09% 148
2023
Q1 		$670K Sell
12,788
-2,334
-15% -$171K 0.08% 145
2022
Q4 		$1.26M Sell
15,122
-627
-4% -$48.7K 0.16% 96
2022
Q3 		$1.13M Buy
15,749
+279
+2% +$19.4K 0.16% 99
2022
Q2 		$977K Sell
15,470
-1,412
-8% -$97.4K 0.13% 108
2022
Q1 		$1.42M Buy
16,882
+140
+0.8% +$12.3K 0.19% 83
2021
Q4 		$1.41M Buy
16,742
+207
+1% +$16.7K 0.18% 84
2021
Q3 		$1.2M Sell
16,535
-3,218
-16% -$230K 0.17% 89
2021
Q2 		$1.44M Sell
19,753
-2,994
-13% -$212K 0.2% 80
2021
Q1 		$1.48M Sell
22,747
-927
-4% -$56.2K 0.23% 75
2020
Q4 		$1.26M Buy
23,674
+544
+2% +$24.6K 0.25% 71
2020
Q3 		$838K Sell
23,130
-6,144
-21% -$214K 0.19% 83
2020
Q2 		$988K Sell
29,274
-1,621
-5% -$58.1K 0.25% 74
2020
Q1 		$1.04M Buy
30,895
+9,241
+43% +$388K 0.28% 66
2019
Q4 		$1.03M Buy
+21,654
New +$955K 0.23% 71

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

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

Stokes Family Office reduced its Charles Schwab (SCHW) stake by 52% in Q2 2026, selling an estimated $317K and leaving 3,232 shares worth $298K. The position accounts for 0.03% of the portfolio, ranked #227.

Stokes Family Office first reported a position in SCHW in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.48M in Q1 2021. 2,314 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Stokes Family Office held 3,232 shares of Charles Schwab worth $298K as of Q2 2026.
  • Stokes Family Office sold 3,476 Charles Schwab shares in Q2 2026, an estimated $317K.
  • Charles Schwab made up 0.03% of Stokes Family Office's portfolio in Q2 2026, its #227 holding.
  • Stokes Family Office first reported a position in Charles Schwab in Q4 2019 and has held it in 27 quarters since.
  • Stokes Family Office's Charles Schwab position peaked at $1.48M in Q1 2021.
  • 2,314 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.