SC
SCHW

Syon Capital’s Charles Schwab SCHW Stock Holding History

Syon Capital’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 		$1.12M Sell
11,908
-692
-5% -$67.9K 0.06% 271
2025
Q4 		$1.26M Buy
12,600
+2,820
+29% +$268K 0.06% 235
2025
Q3 		$934K Buy
9,780
+4,978
+104% +$473K 0.05% 280
2025
Q2 		$438K Buy
+4,802
New +$402K 0.03% 421

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

Syon Capital's SCHW Position: Q1 2026 in Review

Syon Capital reduced its Charles Schwab (SCHW) stake by 5.5% in Q1 2026, selling an estimated $67.9K and leaving 11,908 shares worth $1.12M. The position accounts for 0.06% of the portfolio, ranked #271.

Syon Capital first reported a position in SCHW in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.26M in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Syon Capital held 11,908 shares of Charles Schwab worth $1.12M as of Q1 2026.
  • Syon Capital sold 692 Charles Schwab shares in Q1 2026, an estimated $67.9K.
  • Charles Schwab made up 0.06% of Syon Capital's portfolio in Q1 2026, its #271 holding.
  • Syon Capital first reported a position in Charles Schwab in Q2 2025 and has held it in 4 quarters since.
  • Syon Capital's Charles Schwab position peaked at $1.26M in Q4 2025.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Syon Capital's 13F filing for Q1 2026, filed 13 May 2026.