SM
SCHW

Sweeney & Michel’s Charles Schwab SCHW Stock Holding History

Sweeney & Michel’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 		$710K Buy
7,333
+115
+2% +$11.3K 0.21% 71
2025
Q4 		$689K Buy
7,218
+698
+11% +$66.2K 0.2% 73
2025
Q3 		$600K Buy
6,520
+12
+0.2% +$1.14K 0.2% 76
2025
Q2 		$599K Buy
6,508
+12
+0.2% +$1K 0.21% 71
2025
Q1 		$454K Buy
+6,496
New +$510K 0.2% 77
2024
Q3 		$466K Buy
6,529
+1,330
+26% +$87.4K 0.18% 81
2024
Q2 		$388K Buy
5,199
+508
+11% +$37.5K 0.17% 82
2024
Q1 		$362K Buy
+4,691
New +$309K 0.16% 83
2023
Q3 		$359K Sell
6,548
-287
-4% -$17.3K 0.19% 79
2023
Q2 		$448K Hold
6,835
– – 0.23% 72
2023
Q1 		$373K Buy
+6,835
New +$501K 0.2% 80

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

Sweeney & Michel's SCHW Position: Q1 2026 in Review

Sweeney & Michel increased its Charles Schwab (SCHW) stake by 1.6% in Q1 2026, buying an estimated $11.3K and bringing the position to 7,333 shares worth $710K. The position accounts for 0.21% of the portfolio, ranked #71.

Sweeney & Michel first reported a position in SCHW in Q1 2023 and has held it in 11 quarters since. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Sweeney & Michel held 7,333 shares of Charles Schwab worth $710K as of Q1 2026.
  • Sweeney & Michel bought 115 Charles Schwab shares in Q1 2026, an estimated $11.3K.
  • Charles Schwab made up 0.21% of Sweeney & Michel's portfolio in Q1 2026, its #71 holding.
  • Sweeney & Michel first reported a position in Charles Schwab in Q1 2023 and has held it in 11 quarters since.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.