William Blair & Company
SCHW

William Blair & Company’s Charles Schwab SCHW Stock Holding History

William Blair & Company’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
2017
Q2 		– Sell
-100
Closed -$4K – 1664
2017
Q1 		$4K Sell
100
-1,300
-93% -$53.7K ﹤0.01% 1443
2016
Q4 		$55K Buy
+1,400
New +$50K ﹤0.01% 1252

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JP Morgan Chase
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State Street
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T. Rowe Price Associates
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Geode Capital Management
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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
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William Blair & Company's SCHW Position: Q1 2026 in Review

William Blair & Company increased its Charles Schwab (SCHW) stake by 24% in Q1 2026, buying an estimated $17M and bringing the position to 890,345 shares worth $83.7M. The position accounts for 0.24% of the portfolio, ranked #98.

William Blair & Company first reported a position in SCHW in Q2 2013 and has held it in 52 quarters since. The position peaked at $143M in Q2 2024. 2,321 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • William Blair & Company held 890,345 shares of Charles Schwab worth $83.7M as of Q1 2026.
  • William Blair & Company bought 172,882 Charles Schwab shares in Q1 2026, an estimated $17M.
  • Charles Schwab made up 0.24% of William Blair & Company's portfolio in Q1 2026, its #98 holding.
  • William Blair & Company first reported a position in Charles Schwab in Q2 2013 and has held it in 52 quarters since.
  • William Blair & Company's Charles Schwab position peaked at $143M in Q2 2024.
  • 2,321 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.