TIAA-CREF Individual & Institutional Services
SCHW icon

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
Q3 		$5.82M Sell
59,559
-3,377
-5% -$356K 0.02% 176
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services's SCHW Position: Q3 2026 in Review

TIAA-CREF Individual & Institutional Services reduced its Charles Schwab (SCHW) stake by 5.4% in Q3 2026, selling an estimated $356K and leaving 59,559 shares worth $5.82M. The position accounts for 0.02% of the portfolio, ranked #176.

TIAA-CREF Individual & Institutional Services first reported a position in SCHW in Q1 2026 and has held it in 3 quarters since. The position peaked at $6.21M in Q1 2026. 2,052 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

  • TIAA-CREF Individual & Institutional Services held 59,559 shares of Charles Schwab worth $5.82M as of Q3 2026.
  • TIAA-CREF Individual & Institutional Services sold 3,377 Charles Schwab shares in Q3 2026, an estimated $356K.
  • Charles Schwab made up 0.02% of TIAA-CREF Individual & Institutional Services's portfolio in Q3 2026, its #176 holding.
  • TIAA-CREF Individual & Institutional Services first reported a position in Charles Schwab in Q1 2026 and has held it in 3 quarters since.
  • TIAA-CREF Individual & Institutional Services's Charles Schwab position peaked at $6.21M in Q1 2026.
  • 2,052 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on TIAA-CREF Individual & Institutional Services's 13F filing for Q3 2026, filed 12 Nov 2026.