VC
SCHW

Veracity Capital’s Charles Schwab SCHW Stock Holding History

Veracity Capital’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
Q2 		– Sell
-7,859
Closed -$615K – 251
2025
Q1 		$615K Sell
7,859
-146
-2% -$11.5K 0.24% 101
2024
Q4 		$592K Buy
8,005
+89
+1% +$6.66K 0.21% 109
2024
Q3 		$513K Sell
7,916
-822
-9% -$54K 0.19% 111
2024
Q2 		$644K Sell
8,738
-714
-8% -$52.7K 0.27% 74
2024
Q1 		$684K Buy
9,452
+3,484
+58% +$229K 0.27% 82
2023
Q4 		$411K Buy
5,968
+385
+7% +$22.2K 0.16% 122
2023
Q3 		$306K Buy
5,583
+1,055
+23% +$63.8K 0.14% 147
2023
Q2 		$257K Buy
4,528
+471
+12% +$24.7K 0.11% 180
2023
Q1 		$213K Buy
4,057
+1,078
+36% +$78.9K 0.1% 189
2022
Q4 		$248K Buy
2,979
+114
+4% +$8.85K 0.12% 167
2022
Q3 		$206K Buy
+2,865
New +$199K 0.11% 167
2022
Q2 		– Sell
-6,256
Closed -$527K – 226
2022
Q1 		$527K Sell
6,256
-694
-10% -$61K 0.22% 106
2021
Q4 		$584K Buy
6,950
+1,659
+31% +$134K 0.23% 109
2021
Q3 		$385K Buy
5,291
+2,117
+67% +$151K 0.17% 142
2021
Q2 		$231K Buy
+3,174
New +$225K 0.05% 221
2020
Q1 		– Sell
-6,349
Closed -$302K – 263
2019
Q4 		$302K Buy
+6,349
New +$280K 0.08% 175

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Veracity Capital's SCHW Position: Q2 2025 in Review

Veracity Capital sold out of Charles Schwab (SCHW) in Q2 2025, closing a stake of 7,859 shares — an estimated $615K sold.

Veracity Capital first reported a position in SCHW in Q4 2019 and held it in 16 quarters. The position peaked at $684K in Q1 2024. 2,139 funds tracked by Wall St. Rank hold SCHW as of Q2 2025.

  • Veracity Capital reported no remaining Charles Schwab position as of Q2 2025 after selling out during the quarter.
  • Veracity Capital sold 7,859 Charles Schwab shares in Q2 2025, an estimated $615K.
  • Veracity Capital first reported a position in Charles Schwab in Q4 2019 and held it in 16 quarters.
  • Veracity Capital's Charles Schwab position peaked at $684K in Q1 2024.
  • 2,139 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2025.

Based on Veracity Capital's 13F filing for Q2 2025, filed 9 Jul 2025.