TAM
SCHW

Tucker Asset Management’s Charles Schwab SCHW Stock Holding History

Tucker Asset 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
2025
Q4 		$21.1K Buy
+211
New +$20K 0.01% 444
2023
Q3 		– Sell
-38
Closed -$2.15K – 1526
2023
Q2 		$2.15K Sell
38
-16
-30% -$838 ﹤0.01% 839
2023
Q1 		$2.83K Hold
54
– – ﹤0.01% 832
2022
Q4 		$4.46K Hold
54
– – ﹤0.01% 457
2022
Q3 		$4.3K Buy
+54
New +$3.75K ﹤0.01% 457

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Tucker Asset Management's SCHW Position: Q4 2025 in Review

Tucker Asset Management opened a new position in Charles Schwab (SCHW) in Q4 2025: 211 shares worth $21.1K. The stake represents 0.01% of the portfolio and ranks #444 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in SCHW as recently as Q2 2023.

Tucker Asset Management first reported a position in SCHW in Q3 2022 and has held it in 5 quarters since. 2,316 funds tracked by Wall St. Rank hold SCHW as of Q4 2025.

  • Tucker Asset Management held 211 shares of Charles Schwab worth $21.1K as of Q4 2025.
  • Charles Schwab was a new Tucker Asset Management position in Q4 2025.
  • Charles Schwab made up 0.01% of Tucker Asset Management's portfolio in Q4 2025, its #444 holding.
  • Tucker Asset Management first reported a position in Charles Schwab in Q3 2022 and has held it in 5 quarters since.
  • 2,316 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.