Wells Fargo’s Charles Schwab SCHW Stock Holding History

Wells Fargo’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 Q3	–	Sell	-39,700	Closed	-$3.62M	–	7352
2025 Q2	$3.62M	Hold	39,700	–	–	﹤0.01%	2709
2025 Q1	$3.11M	Sell	39,700 -59,300	-60%	-$4.65M	﹤0.01%	2791
2024 Q4	$7.33M	Buy	+99,000	New	+$7.41M	﹤0.01%	2142
2024 Q2	–	Sell	-242,800	Closed	-$17.6M	–	7386
2024 Q1	$17.6M	Buy	+242,800	New	+$16M	﹤0.01%	1322
2019 Q3	–	Sell	-50,000	Closed	-$35K	–	6664
2019 Q2	$35K	Buy	+50,000	New	+$2.18M	﹤0.01%	5660
2018 Q2	–	Sell	-30,000	Closed	-$26K	–	6530
2018 Q1	$26K	Sell	30,000 -70,000	-70%	-$3.75M	﹤0.01%	5752
2017 Q4	$18K	Buy	+100,000	New	+$4.7M	﹤0.01%	5814
2017 Q2	–	Sell	-370,800	Closed	-$384K	–	6414
2017 Q1	$384K	Buy	+370,800	New	+$15.3M	﹤0.01%	4422

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

Wells Fargo's SCHW Position: Q1 2026 in Review

Wells Fargo increased its Charles Schwab (SCHW) stake by 10% in Q1 2026, buying an estimated $32.7M and bringing the position to 3,575,897 shares worth $336M. The position accounts for 0.06% of the portfolio, ranked #263.

Wells Fargo first reported a position in SCHW in Q2 2013 and has held it in 52 quarters since. The position peaked at $432M in Q3 2013. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Wells Fargo held 3,575,897 shares of Charles Schwab worth $336M as of Q1 2026.
Wells Fargo bought 333,103 Charles Schwab shares in Q1 2026, an estimated $32.7M.
Charles Schwab made up 0.06% of Wells Fargo's portfolio in Q1 2026, its #263 holding.
Wells Fargo first reported a position in Charles Schwab in Q2 2013 and has held it in 52 quarters since.
Wells Fargo's Charles Schwab position peaked at $432M in Q3 2013.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.