TCIIS
SCHW

TIAA-CREF Individual & Institutional Services’s Charles Schwab SCHW Stock Holding History

TIAA-CREF Individual & Institutional Services’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 		$5.81M Sell
62,936
-3,165
-5% -$289K 0.02% 170
2026
Q1 		$6.21M Buy
+66,101
New +$6.48M 0.02% 165

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
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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services's SCHW Position: Q2 2026 in Review

TIAA-CREF Individual & Institutional Services reduced its Charles Schwab (SCHW) stake by 4.8% in Q2 2026, selling an estimated $289K and leaving 62,936 shares worth $5.81M. The position accounts for 0.02% of the portfolio, ranked #170.

TIAA-CREF Individual & Institutional Services first reported a position in SCHW in Q1 2026 and has held it in 2 quarters since. The position peaked at $6.21M in Q1 2026. 2,201 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • TIAA-CREF Individual & Institutional Services held 62,936 shares of Charles Schwab worth $5.81M as of Q2 2026.
  • TIAA-CREF Individual & Institutional Services sold 3,165 Charles Schwab shares in Q2 2026, an estimated $289K.
  • Charles Schwab made up 0.02% of TIAA-CREF Individual & Institutional Services's portfolio in Q2 2026, its #170 holding.
  • TIAA-CREF Individual & Institutional Services first reported a position in Charles Schwab in Q1 2026 and has held it in 2 quarters since.
  • TIAA-CREF Individual & Institutional Services's Charles Schwab position peaked at $6.21M in Q1 2026.
  • 2,201 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on TIAA-CREF Individual & Institutional Services's 13F filing for Q2 2026, filed 10 Aug 2026.