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
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 $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

Stokes Family Office's SCHW Position: Q1 2026 in Review

Stokes Family Office reduced its Charles Schwab (SCHW) stake by 6.7% in Q1 2026, selling an estimated $47.6K and leaving 6,708 shares worth $630K. The position accounts for 0.07% of the portfolio, ranked #171.

Stokes Family Office first reported a position in SCHW in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.48M in Q1 2021. 2,321 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Stokes Family Office held 6,708 shares of Charles Schwab worth $630K as of Q1 2026.
  • Stokes Family Office sold 485 Charles Schwab shares in Q1 2026, an estimated $47.6K.
  • Charles Schwab made up 0.07% of Stokes Family Office's portfolio in Q1 2026, its #171 holding.
  • Stokes Family Office first reported a position in Charles Schwab in Q4 2019 and has held it in 26 quarters since.
  • Stokes Family Office's Charles Schwab position peaked at $1.48M in Q1 2021.
  • 2,321 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.