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
Q2 		$844K Sell
9,146
-2,762
-23% -$252K 0.04% 412
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 $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

Syon Capital's SCHW Position: Q2 2026 in Review

Syon Capital reduced its Charles Schwab (SCHW) stake by 23% in Q2 2026, selling an estimated $252K and leaving 9,146 shares worth $844K. The position accounts for 0.04% of the portfolio, ranked #412.

Syon Capital first reported a position in SCHW in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.26M in Q4 2025. 2,314 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Syon Capital held 9,146 shares of Charles Schwab worth $844K as of Q2 2026.
  • Syon Capital sold 2,762 Charles Schwab shares in Q2 2026, an estimated $252K.
  • Charles Schwab made up 0.04% of Syon Capital's portfolio in Q2 2026, its #412 holding.
  • Syon Capital first reported a position in Charles Schwab in Q2 2025 and has held it in 5 quarters since.
  • Syon Capital's Charles Schwab position peaked at $1.26M in Q4 2025.
  • 2,314 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.