Vanguard Personalized Indexing Management
SCHW

Vanguard Personalized Indexing Management’s Charles Schwab SCHW Stock Holding History

Vanguard Personalized Indexing 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
2026
Q2 		$18.3M Sell
198,471
-6,822
-3% -$622K 0.15% 97
2026
Q1 		$19.3M Buy
205,293
+4,848
+2% +$475K 0.19% 81
2025
Q4 		$20M Buy
200,445
+7,507
+4% +$712K 0.2% 77
2025
Q3 		$18.4M Buy
192,938
+2,400
+1% +$228K 0.19% 84
2025
Q2 		$17.4M Buy
190,538
+40,275
+27% +$3.37M 0.2% 83
2025
Q1 		$11.8M Buy
150,263
+26,565
+21% +$2.08M 0.17% 101
2024
Q4 		$9.15M Buy
123,698
+13,415
+12% +$1M 0.14% 116
2024
Q3 		$7.15M Buy
110,283
+470
+0.4% +$30.9K 0.12% 144
2024
Q2 		$7.99M Buy
109,813
+8,824
+9% +$652K 0.15% 110
2024
Q1 		$7.31M Buy
100,989
+22,777
+29% +$1.5M 0.16% 113
2023
Q4 		$5.38M Buy
78,212
+4,579
+6% +$264K 0.14% 120
2023
Q3 		$4.04M Sell
73,633
-732
-1% -$44.2K 0.12% 153
2023
Q2 		$4.22M Buy
74,365
+5,785
+8% +$303K 0.13% 134
2023
Q1 		$3.59M Sell
68,580
-5,291
-7% -$387K 0.12% 148
2022
Q4 		$6.15M Buy
73,871
+9,951
+16% +$772K 0.25% 62
2022
Q3 		$4.59M Buy
63,920
+8,096
+15% +$562K 0.21% 80
2022
Q2 		$3.53M Buy
55,824
+6,424
+13% +$443K 0.16% 107
2022
Q1 		$4.17M Buy
49,400
+7,065
+17% +$621K 0.2% 79
2021
Q4 		$3.56M Buy
42,335
+18,917
+81% +$1.53M 0.21% 84
2021
Q3 		$1.71M Buy
23,418
+3,065
+15% +$219K 0.15% 129
2021
Q2 		$1.48M Buy
20,353
+5,437
+36% +$385K 0.16% 131
2021
Q1 		$972K Buy
14,916
+5,419
+57% +$329K 0.15% 149
2020
Q4 		$504K Buy
9,497
+3,156
+50% +$143K 0.11% 220
2020
Q3 		$230K Buy
+6,341
New +$221K 0.06% 365

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 Personalized Indexing Management's SCHW Position: Q2 2026 in Review

Vanguard Personalized Indexing Management reduced its Charles Schwab (SCHW) stake by 3.3% in Q2 2026, selling an estimated $622K and leaving 198,471 shares worth $18.3M. The position accounts for 0.15% of the portfolio, ranked #97.

Vanguard Personalized Indexing Management first reported a position in SCHW in Q3 2020 and has held it in 24 quarters since. The position peaked at $20M in Q4 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Vanguard Personalized Indexing Management held 198,471 shares of Charles Schwab worth $18.3M as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 6,822 Charles Schwab shares in Q2 2026, an estimated $622K.
  • Charles Schwab made up 0.15% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #97 holding.
  • Vanguard Personalized Indexing Management first reported a position in Charles Schwab in Q3 2020 and has held it in 24 quarters since.
  • Vanguard Personalized Indexing Management's Charles Schwab position peaked at $20M in Q4 2025.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.