Vanguard Global Advisers
SCHW

Vanguard Global Advisers’s Charles Schwab SCHW Stock Holding History

Vanguard Global Advisers’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 		$326M Sell
3,534,048
-126,846
-3% -$11.6M 0.15% 99
2026
Q1 		$344M Buy
+3,660,894
New +$359M 0.18% 85

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

Vanguard Global Advisers's SCHW Position: Q2 2026 in Review

Vanguard Global Advisers reduced its Charles Schwab (SCHW) stake by 3.5% in Q2 2026, selling an estimated $11.6M and leaving 3,534,048 shares worth $326M. The position accounts for 0.15% of the portfolio, ranked #99.

Vanguard Global Advisers first reported a position in SCHW in Q1 2026 and has held it in 2 quarters since. The position peaked at $344M in Q1 2026. 2,201 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Vanguard Global Advisers held 3,534,048 shares of Charles Schwab worth $326M as of Q2 2026.
  • Vanguard Global Advisers sold 126,846 Charles Schwab shares in Q2 2026, an estimated $11.6M.
  • Charles Schwab made up 0.15% of Vanguard Global Advisers's portfolio in Q2 2026, its #99 holding.
  • Vanguard Global Advisers first reported a position in Charles Schwab in Q1 2026 and has held it in 2 quarters since.
  • Vanguard Global Advisers's Charles Schwab position peaked at $344M in Q1 2026.
  • 2,201 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Vanguard Global Advisers's 13F filing for Q2 2026, filed 13 Aug 2026.