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
Q2 		$888K Buy
8,254
+921
+13% +$84K 0.23% 67
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 $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

Sweeney & Michel's SCHW Position: Q2 2026 in Review

Sweeney & Michel increased its Charles Schwab (SCHW) stake by 13% in Q2 2026, buying an estimated $84K and bringing the position to 8,254 shares worth $888K. The position accounts for 0.23% of the portfolio, ranked #67.

Sweeney & Michel first reported a position in SCHW in Q1 2023 and has held it in 12 quarters since. 2,312 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Sweeney & Michel held 8,254 shares of Charles Schwab worth $888K as of Q2 2026.
  • Sweeney & Michel bought 921 Charles Schwab shares in Q2 2026, an estimated $84K.
  • Charles Schwab made up 0.23% of Sweeney & Michel's portfolio in Q2 2026, its #67 holding.
  • Sweeney & Michel first reported a position in Charles Schwab in Q1 2023 and has held it in 12 quarters since.
  • 2,312 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.