Victory Capital Management
SCHW

Victory Capital Management’s Charles Schwab SCHW Stock Holding History

Victory Capital 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
Q1 		$106M Buy
1,126,631
+174,506
+18% +$17.1M 0.07% 297
2025
Q4 		$95.1M Buy
952,125
+128,712
+16% +$12.2M 0.05% 319
2025
Q3 		$78.6M Buy
823,413
+9,960
+1% +$945K 0.05% 370
2025
Q2 		$74.2M Buy
813,453
+266,771
+49% +$22.3M 0.05% 396
2025
Q1 		$42.8M Sell
546,682
-22,966
-4% -$1.8M 0.04% 517
2024
Q4 		$42.2M Sell
569,648
-7,924
-1% -$593K 0.04% 529
2024
Q3 		$37.4M Sell
577,572
-1,946
-0.3% -$128K 0.04% 580
2024
Q2 		$42.7M Buy
579,518
+22,208
+4% +$1.64M 0.04% 501
2024
Q1 		$40.3M Buy
557,310
+18,924
+4% +$1.25M 0.04% 547
2023
Q4 		$37M Sell
538,386
-9,551
-2% -$552K 0.04% 543
2023
Q3 		$30.1M Sell
547,937
-1,703
-0.3% -$103K 0.03% 592
2023
Q2 		$31.2M Sell
549,640
-21,983
-4% -$1.15M 0.03% 592
2023
Q1 		$29.9M Sell
571,623
-182,283
-24% -$13.3M 0.03% 630
2022
Q4 		$62.8M Sell
753,906
-1,127,436
-60% -$87.5M 0.07% 369
2022
Q3 		$135M Sell
1,881,342
-5,726
-0.3% -$398K 0.16% 150
2022
Q2 		$119M Buy
1,887,068
+386,287
+26% +$26.6M 0.14% 178
2022
Q1 		$99.5M Buy
1,500,781
+40,244
+3% +$3.54M 0.1% 267
2021
Q4 		$123M Sell
1,460,537
-74,281
-5% -$6.01M 0.11% 214
2021
Q3 		$112M Sell
1,534,818
-27,404
-2% -$1.96M 0.11% 229
2021
Q2 		$114M Sell
1,562,222
-37,620
-2% -$2.66M 0.11% 237
2021
Q1 		$104M Buy
1,599,842
+43,297
+3% +$2.63M 0.11% 249
2020
Q4 		$82.6M Buy
1,556,545
+1,111,089
+249% +$50.3M 0.09% 326
2020
Q3 		$16.1M Buy
445,456
+16,775
+4% +$584K 0.02% 891
2020
Q2 		$14.5M Sell
428,681
-441,243
-51% -$15.8M 0.02% 901
2020
Q1 		$29.2M Buy
869,924
+403,626
+87% +$16.9M 0.02% 776
2019
Q4 		$22.2M Buy
466,298
+9,256
+2% +$408K 0.03% 785
2019
Q3 		$19.1M Buy
457,042
+169,703
+59% +$6.85M 0.02% 811
2019
Q2 		$11.5M Sell
287,339
-10,463
-4% -$456K 0.02% 755
2019
Q1 		$12.7M Buy
297,802
+16
+0% +$722 0.03% 678
2018
Q4 		$12.4M Sell
297,786
-9,729
-3% -$440K 0.03% 665
2018
Q3 		$15.1M Sell
307,515
-71,795
-19% -$3.67M 0.03% 677
2018
Q2 		$19.4M Sell
379,310
-36,967
-9% -$2.05M 0.04% 609
2018
Q1 		$21.7M Buy
416,277
+11,762
+3% +$630K 0.05% 568
2017
Q4 		$20.8M Sell
404,515
-14,112
-3% -$663K 0.04% 563
2017
Q3 		$18.3M Sell
418,627
-218,192
-34% -$9.06M 0.04% 605
2017
Q2 		$27.4M Sell
636,819
-52,349
-8% -$2.1M 0.06% 489
2017
Q1 		$28.1M Sell
689,168
-303,935
-31% -$12.5M 0.07% 487
2016
Q4 		$39.2M Buy
993,103
+157,933
+19% +$5.64M 0.1% 362
2016
Q3 		$26.4M Buy
835,170
+197,158
+31% +$5.78M 0.07% 469
2016
Q2 		$16.1M Sell
638,012
-109,777
-15% -$3.12M 0.06% 451
2016
Q1 		$21M Buy
747,789
+12,920
+2% +$341K 0.09% 397
2015
Q4 		$24.2M Sell
734,869
-517,865
-41% -$16.4M 0.1% 347
2015
Q3 		$35.8M Sell
1,252,734
-146,918
-10% -$4.71M 0.15% 226
2015
Q2 		$45.7M Sell
1,399,652
-479,585
-26% -$15.2M 0.17% 186
2015
Q1 		$57.2M Sell
1,879,237
-34,514
-2% -$1M 0.21% 157
2014
Q4 		$57.8M Buy
1,913,751
+404,116
+27% +$11.5M 0.21% 147
2014
Q3 		$44.4M Sell
1,509,635
-679,617
-31% -$19.2M 0.33% 93
2014
Q2 		$59M Sell
2,189,252
-98,019
-4% -$2.57M 0.4% 71
2014
Q1 		$62.5M Buy
2,287,271
+599,811
+36% +$15.7M 0.42% 61
2013
Q4 		$43.9M Sell
1,687,460
-676,429
-29% -$16.1M 0.31% 107
2013
Q3 		$50M Buy
+2,363,889
New +$51.4M 0.36% 76

Other funds holding SCHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Victory Capital Management's SCHW Position: Q1 2026 in Review

Victory Capital Management increased its Charles Schwab (SCHW) stake by 18% in Q1 2026, buying an estimated $17.1M and bringing the position to 1,126,631 shares worth $106M. The position accounts for 0.07% of the portfolio, ranked #297.

Victory Capital Management first reported a position in SCHW in Q3 2013 and has held it in 51 quarters since. The position peaked at $135M in Q3 2022. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Victory Capital Management held 1,126,631 shares of Charles Schwab worth $106M as of Q1 2026.
  • Victory Capital Management bought 174,506 Charles Schwab shares in Q1 2026, an estimated $17.1M.
  • Charles Schwab made up 0.07% of Victory Capital Management's portfolio in Q1 2026, its #297 holding.
  • Victory Capital Management first reported a position in Charles Schwab in Q3 2013 and has held it in 51 quarters since.
  • Victory Capital Management's Charles Schwab position peaked at $135M in Q3 2022.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Victory Capital Management's 13F filing for Q1 2026, filed 15 May 2026.