Viewpoint Capital Management’s Charles Schwab SCHW Stock Holding History

Viewpoint 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	$470K	Hold	5,000	–	–	0.22%	71
2025 Q4	$500K	Hold	5,000	–	–	0.22%	69
2025 Q3	$477K	Hold	5,000	–	–	0.21%	68
2025 Q2	$456K	Hold	5,000	–	–	0.22%	69
2025 Q1	$391K	Hold	5,000	–	–	0.21%	77
2024 Q4	$370K	Hold	5,000	–	–	0.19%	77
2024 Q3	$322K	Hold	5,000	–	–	0.18%	84
2024 Q2	$368K	Hold	5,000	–	–	0.23%	72
2024 Q1	$362K	Hold	5,000	–	–	0.23%	74
2023 Q4	$344K	Hold	5,000	–	–	0.24%	71
2023 Q3	$275K	Hold	5,000	–	–	0.22%	71
2023 Q2	$283K	Buy	+5,000	New	+$262K	0.22%	75

Other funds holding SCHW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Viewpoint Capital Management held its Charles Schwab (SCHW) position steady in Q1 2026 at 5,000 shares worth $470K. The position accounts for 0.22% of the portfolio, ranked #71.

Viewpoint Capital Management first reported a position in SCHW in Q2 2023 and has held it in 12 quarters since. The position peaked at $500K in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Viewpoint Capital Management held 5,000 shares of Charles Schwab worth $470K as of Q1 2026.
Viewpoint Capital Management left its Charles Schwab share count unchanged in Q1 2026.
Charles Schwab made up 0.22% of Viewpoint Capital Management's portfolio in Q1 2026, its #71 holding.
Viewpoint Capital Management first reported a position in Charles Schwab in Q2 2023 and has held it in 12 quarters since.
Viewpoint Capital Management's Charles Schwab position peaked at $500K in Q4 2025.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Viewpoint Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.