T. Rowe Price Associates’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.57B Sell
48,637,229
-459,006
-0.9% -$45M 0.53% 29
2025
Q4
$4.91B Sell
49,096,235
-8,348,360
-15% -$792M 0.53% 25
2025
Q3
$5.48B Sell
57,444,595
-17,391,174
-23% -$1.65B 0.59% 22
2025
Q2
$6.83B Sell
74,835,769
-7,213,215
-9% -$604M 0.77% 19
2025
Q1
$6.42B Buy
82,048,984
+8,954,248
+12% +$703M 0.79% 17
2024
Q4
$5.41B Sell
73,094,736
-14,719,244
-17% -$1.1B 0.62% 20
2024
Q3
$5.69B Buy
87,813,980
+2,619,773
+3% +$172M 0.66% 21
2024
Q2
$6.28B Buy
85,194,207
+12,887,647
+18% +$952M 0.75% 15
2024
Q1
$5.23B Buy
72,306,560
+2,946,327
+4% +$194M 0.64% 21
2023
Q4
$4.77B Buy
69,360,233
+17,369,091
+33% +$1B 0.64% 23
2023
Q3
$2.85B Buy
51,991,142
+15,222,707
+41% +$920M 0.42% 46
2023
Q2
$2.08B Sell
36,768,435
-5,111,989
-12% -$268M 0.29% 64
2023
Q1
$2.19B Buy
41,880,424
+2,000,383
+5% +$146M 0.33% 60
2022
Q4
$3.32B Sell
39,880,041
-10,940,273
-22% -$849M 0.53% 39
2022
Q3
$3.66B Sell
50,820,314
-12,478,146
-20% -$866M 0.6% 33
2022
Q2
$4B Sell
63,298,460
-6,010,588
-9% -$415M 0.51% 34
2022
Q1
$5.84B Sell
69,309,048
-14,083,401
-17% -$1.24B 0.59% 25
2021
Q4
$7.01B Sell
83,392,449
-1,903,465
-2% -$154M 0.63% 22
2021
Q3
$6.21B Buy
85,295,914
+2,273,879
+3% +$162M 0.59% 25
2021
Q2
$6.04B Buy
83,022,035
+2,285,311
+3% +$162M 0.56% 30
2021
Q1
$5.26B Sell
80,736,724
-4,337,011
-5% -$263M 0.53% 28
2020
Q4
$4.51B Buy
85,073,735
+41,059,393
+93% +$1.86B 0.46% 36
2020
Q3
$1.59B Buy
44,014,342
+882,123
+2% +$30.7M 0.18% 117
2020
Q2
$1.46B Buy
43,132,219
+3,780,079
+10% +$135M 0.18% 113
2020
Q1
$1.32B Sell
39,352,140
-4,952,476
-11% -$208M 0.21% 104
2019
Q4
$2.11B Sell
44,304,616
-10,022,598
-18% -$442M 0.27% 78
2019
Q3
$2.27B Sell
54,327,214
-6,528,369
-11% -$263M 0.32% 69
2019
Q2
$2.45B Sell
60,855,583
-17,022,988
-22% -$742M 0.34% 63
2019
Q1
$3.33B Sell
77,878,571
-495,244
-0.6% -$22.4M 0.49% 37
2018
Q4
$3.25B Buy
78,373,815
+4,752,753
+6% +$215M 0.55% 32
2018
Q3
$3.62B Buy
73,621,062
+7,439,241
+11% +$380M 0.53% 30
2018
Q2
$3.38B Buy
66,181,821
+29,129,164
+79% +$1.61B 0.52% 33
2018
Q1
$1.93B Buy
37,052,657
+18,210,817
+97% +$976M 0.31% 75
2017
Q4
$968M Sell
18,841,840
-38,925
-0.2% -$1.83M 0.16% 147
2017
Q3
$826M Sell
18,880,765
-15,801,029
-46% -$656M 0.14% 164
2017
Q2
$1.49B Sell
34,681,794
-7,831,098
-18% -$313M 0.27% 94
2017
Q1
$1.73B Buy
42,512,892
+8,230,375
+24% +$340M 0.33% 73
2016
Q4
$1.35B Buy
34,282,517
+17,661,650
+106% +$631M 0.27% 89
2016
Q3
$525M Buy
16,620,867
+10,912,905
+191% +$320M 0.11% 219
2016
Q2
$144M Buy
5,707,962
+3,044,509
+114% +$86.5M 0.03% 478
2016
Q1
$74.6M Buy
2,663,453
+59,440
+2% +$1.57M 0.02% 641
2015
Q4
$85.8M Sell
2,604,013
-1,994,489
-43% -$63.1M 0.02% 597
2015
Q3
$131M Sell
4,598,502
-2,283,365
-33% -$73.3M 0.03% 508
2015
Q2
$225M Buy
6,881,867
+19,925
+0.3% +$630K 0.05% 417
2015
Q1
$209M Buy
6,861,942
+61,040
+0.9% +$1.77M 0.04% 428
2014
Q4
$205M Sell
6,800,902
-18,260
-0.3% -$519K 0.04% 425
2014
Q3
$200M Sell
6,819,162
-44,320
-0.6% -$1.25M 0.04% 421
2014
Q2
$185M Buy
6,863,482
+52,234
+0.8% +$1.37M 0.04% 460
2014
Q1
$186M Sell
6,811,248
-3,781,614
-36% -$98.8M 0.04% 449
2013
Q4
$275M Sell
10,592,862
-2,969,155
-22% -$70.8M 0.06% 352
2013
Q3
$287M Sell
13,562,017
-3,261,310
-19% -$70.9M 0.07% 315
2013
Q2
$357M Buy
+16,823,327
New +$311M 0.1% 266

Other funds holding SCHW

T. Rowe Price Associates's SCHW Position: Q1 2026 in Review

T. Rowe Price Associates reduced its Charles Schwab (SCHW) stake by 0.93% in Q1 2026, selling an estimated $45M and leaving 48,637,229 shares worth $4.57B. The position accounts for 0.53% of the portfolio, ranked #29.

T. Rowe Price Associates first reported a position in SCHW in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.01B in Q4 2021. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • T. Rowe Price Associates held 48,637,229 shares of Charles Schwab worth $4.57B as of Q1 2026.
  • T. Rowe Price Associates sold 459,006 Charles Schwab shares in Q1 2026, an estimated $45M.
  • Charles Schwab made up 0.53% of T. Rowe Price Associates's portfolio in Q1 2026, its #29 holding.
  • T. Rowe Price Associates first reported a position in Charles Schwab in Q2 2013 and has held it in 52 quarters since.
  • T. Rowe Price Associates's Charles Schwab position peaked at $7.01B in Q4 2021.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on T. Rowe Price Associates's 13F filing for Q1 2026, filed 15 May 2026.