TIM
SCHW

Thor Investment Management’s Charles Schwab SCHW Stock Holding History

Thor Investment 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
Q2 		$1M Buy
10,875
+38
+0.4% +$3.46K 0.57% 31
2026
Q1 		$1.02M Buy
10,837
+36
+0.3% +$3.53K 0.54% 32
2025
Q4 		$1.08M Buy
10,801
+31
+0.3% +$2.94K 0.62% 31
2025
Q3 		$1.03M Buy
10,770
+30
+0.3% +$2.85K 0.62% 32
2025
Q2 		$980K Buy
10,740
+33
+0.3% +$2.76K 0.66% 31
2025
Q1 		$838K Buy
10,707
+37
+0.3% +$2.9K 0.61% 31
2024
Q4 		$790K Buy
10,670
+32
+0.3% +$2.39K 0.61% 31
2024
Q3 		$689K Buy
10,638
+41
+0.4% +$2.69K 0.5% 32
2024
Q2 		$781K Buy
10,597
+36
+0.3% +$2.66K 0.61% 32
2024
Q1 		$764K Buy
10,561
+40
+0.4% +$2.63K 0.61% 31
2023
Q4 		$724K Buy
+10,521
New +$608K 0.63% 33

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

Thor Investment Management's SCHW Position: Q2 2026 in Review

Thor Investment Management increased its Charles Schwab (SCHW) stake by 0.35% in Q2 2026, buying an estimated $3.46K and bringing the position to 10,875 shares worth $1M. The position accounts for 0.57% of the portfolio, ranked #31.

Thor Investment Management first reported a position in SCHW in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.08M in Q4 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Thor Investment Management held 10,875 shares of Charles Schwab worth $1M as of Q2 2026.
  • Thor Investment Management bought 38 Charles Schwab shares in Q2 2026, an estimated $3.46K.
  • Charles Schwab made up 0.57% of Thor Investment Management's portfolio in Q2 2026, its #31 holding.
  • Thor Investment Management first reported a position in Charles Schwab in Q4 2023 and has held it in 11 quarters since.
  • Thor Investment Management's Charles Schwab position peaked at $1.08M in Q4 2025.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Thor Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.