SB
SCHW

Strategic Blueprint’s Charles Schwab SCHW Stock Holding History

Strategic Blueprint’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
2025
Q4 		– Sell
-100
Closed -$9.55K – 761
2025
Q3 		$9.55K Buy
+100
New +$9.49K ﹤0.01% 721

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

Strategic Blueprint's SCHW Position: Q1 2026 in Review

Strategic Blueprint increased its Charles Schwab (SCHW) stake by 6.4% in Q1 2026, buying an estimated $15.3K and bringing the position to 2,612 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #570.

Strategic Blueprint first reported a position in SCHW in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.33M in Q2 2021. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Strategic Blueprint held 2,612 shares of Charles Schwab worth $246K as of Q1 2026.
  • Strategic Blueprint bought 156 Charles Schwab shares in Q1 2026, an estimated $15.3K.
  • Charles Schwab made up 0.01% of Strategic Blueprint's portfolio in Q1 2026, its #570 holding.
  • Strategic Blueprint first reported a position in Charles Schwab in Q3 2020 and has held it in 23 quarters since.
  • Strategic Blueprint's Charles Schwab position peaked at $1.33M in Q2 2021.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Strategic Blueprint's 13F filing for Q1 2026, filed 29 Apr 2026.