SG
SCHW

StoneX Group’s Charles Schwab SCHW Stock Holding History

StoneX Group’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 		$1.03M Sell
10,986
-8,875
-45% -$870K 0.06% 254
2025
Q4 		$1.98M Buy
19,861
+297
+2% +$28.2K 0.09% 185
2025
Q3 		$1.87M Buy
19,564
+447
+2% +$42.4K 0.08% 202
2025
Q2 		$1.74M Sell
19,117
-1,172
-6% -$98.1K 0.08% 207
2025
Q1 		$1.59M Buy
20,289
+2,708
+15% +$213K 0.09% 204
2024
Q4 		$1.3M Buy
+17,581
New +$1.32M 0.07% 233
2024
Q2 		– Sell
-9,838
Closed -$712K – 431
2024
Q1 		$712K Buy
9,838
+2,925
+42% +$193K 0.37% 64
2023
Q4 		$476K Buy
6,913
+1,164
+20% +$67.2K 0.25% 107
2023
Q3 		$316K Buy
5,749
+378
+7% +$22.8K 0.17% 162
2023
Q2 		$304K Buy
5,371
+524
+11% +$27.4K 0.17% 172
2023
Q1 		$254K Buy
4,847
+2,027
+72% +$148K 0.15% 215
2022
Q4 		$235K Buy
+2,820
New +$219K 0.03% 363
2022
Q3 		– Sell
-6,448
Closed -$407K – 488
2022
Q2 		$407K Buy
6,448
+3,835
+147% +$264K 0.07% 199
2022
Q1 		$220K Sell
2,613
-864
-25% -$76K 0.02% 492
2021
Q4 		$292K Buy
+3,477
New +$281K 0.03% 415

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

StoneX Group's SCHW Position: Q1 2026 in Review

StoneX Group reduced its Charles Schwab (SCHW) stake by 45% in Q1 2026, selling an estimated $870K and leaving 10,986 shares worth $1.03M. The position accounts for 0.06% of the portfolio, ranked #254.

StoneX Group first reported a position in SCHW in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.98M in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • StoneX Group held 10,986 shares of Charles Schwab worth $1.03M as of Q1 2026.
  • StoneX Group sold 8,875 Charles Schwab shares in Q1 2026, an estimated $870K.
  • Charles Schwab made up 0.06% of StoneX Group's portfolio in Q1 2026, its #254 holding.
  • StoneX Group first reported a position in Charles Schwab in Q4 2021 and has held it in 15 quarters since.
  • StoneX Group's Charles Schwab position peaked at $1.98M in Q4 2025.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.