Vanguard Fiduciary Trust
SCHW

Vanguard Fiduciary Trust’s Charles Schwab SCHW Stock Holding History

Vanguard Fiduciary Trust’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 		$850M Sell
9,209,119
-210,069
-2% -$19.2M 0.19% 86
2026
Q1 		$885M Buy
+9,419,188
New +$924M 0.22% 74

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

Vanguard Fiduciary Trust's SCHW Position: Q2 2026 in Review

Vanguard Fiduciary Trust reduced its Charles Schwab (SCHW) stake by 2.2% in Q2 2026, selling an estimated $19.2M and leaving 9,209,119 shares worth $850M. The position accounts for 0.19% of the portfolio, ranked #86.

Vanguard Fiduciary Trust first reported a position in SCHW in Q1 2026 and has held it in 2 quarters since. The position peaked at $885M in Q1 2026. 2,280 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Vanguard Fiduciary Trust held 9,209,119 shares of Charles Schwab worth $850M as of Q2 2026.
  • Vanguard Fiduciary Trust sold 210,069 Charles Schwab shares in Q2 2026, an estimated $19.2M.
  • Charles Schwab made up 0.19% of Vanguard Fiduciary Trust's portfolio in Q2 2026, its #86 holding.
  • Vanguard Fiduciary Trust first reported a position in Charles Schwab in Q1 2026 and has held it in 2 quarters since.
  • Vanguard Fiduciary Trust's Charles Schwab position peaked at $885M in Q1 2026.
  • 2,280 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Vanguard Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.