TCM
SCHW

Tandem Capital Management’s Charles Schwab SCHW Stock Holding History

Tandem Capital Management’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 		$4.42M Sell
47,048
-2,214
-4% -$217K 2.21% 13
2025
Q4 		$4.92M Sell
49,262
-57
-0.1% -$5.41K 2.24% 12
2025
Q3 		$4.71M Sell
49,319
-50
-0.1% -$4.75K 2.19% 12
2025
Q2 		$4.5M Sell
49,369
-182
-0.4% -$15.2K 2.28% 11
2025
Q1 		$3.88M Hold
49,551
– – 2.17% 12
2024
Q4 		$3.67M Buy
49,551
+14
+0% +$1.05K 1.96% 16
2024
Q3 		$3.21M Buy
49,537
+150
+0.3% +$9.85K 1.69% 19
2024
Q2 		$3.62M Buy
49,387
+322
+0.7% +$23.8K 1.98% 16
2024
Q1 		$3.55M Buy
49,065
+3,974
+9% +$262K 2.01% 16
2023
Q4 		$3.1M Buy
45,091
+6,833
+18% +$395K 1.93% 16
2023
Q3 		$2.1M Buy
38,258
+10,657
+39% +$644K 1.44% 23
2023
Q2 		$1.56M Buy
27,601
+11,504
+71% +$603K 1.02% 36
2023
Q1 		$843K Buy
+16,097
New +$1.18M 0.59% 51

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

Tandem Capital Management's SCHW Position: Q1 2026 in Review

Tandem Capital Management reduced its Charles Schwab (SCHW) stake by 4.5% in Q1 2026, selling an estimated $217K and leaving 47,048 shares worth $4.42M. The position accounts for 2.21% of the portfolio, ranked #13.

Tandem Capital Management first reported a position in SCHW in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.92M in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Tandem Capital Management held 47,048 shares of Charles Schwab worth $4.42M as of Q1 2026.
  • Tandem Capital Management sold 2,214 Charles Schwab shares in Q1 2026, an estimated $217K.
  • Charles Schwab made up 2.21% of Tandem Capital Management's portfolio in Q1 2026, its #13 holding.
  • Tandem Capital Management first reported a position in Charles Schwab in Q1 2023 and has held it in 13 quarters since.
  • Tandem Capital Management's Charles Schwab position peaked at $4.92M in Q4 2025.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Tandem Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.