Woodline Partners’s Charles Schwab SCHW Stock Holding History

Woodline Partners’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	$88.7M	Buy	943,406 +657,422	+230%	+$64.5M	0.34%	54
2025 Q4	$28.6M	Buy	285,984 +60,474	+27%	+$5.74M	0.11%	241
2025 Q3	$21.5M	Buy	225,510 +40,762	+22%	+$3.87M	0.1%	267
2025 Q2	$16.9M	Buy	184,748 +40,776	+28%	+$3.41M	0.09%	318
2025 Q1	$11.3M	Buy	143,972 +54,196	+60%	+$4.25M	0.07%	338
2024 Q4	$6.64M	Buy	+89,776	New	+$6.72M	0.04%	427

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

Woodline Partners's SCHW Position: Q1 2026 in Review

Woodline Partners increased its Charles Schwab (SCHW) stake by 230% in Q1 2026, buying an estimated $64.5M and bringing the position to 943,406 shares worth $88.7M. The position accounts for 0.34% of the portfolio, ranked #54.

Woodline Partners first reported a position in SCHW in Q4 2024 and has held it in 6 quarters since. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Woodline Partners held 943,406 shares of Charles Schwab worth $88.7M as of Q1 2026.
Woodline Partners bought 657,422 Charles Schwab shares in Q1 2026, an estimated $64.5M.
Charles Schwab made up 0.34% of Woodline Partners's portfolio in Q1 2026, its #54 holding.
Woodline Partners first reported a position in Charles Schwab in Q4 2024 and has held it in 6 quarters since.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Woodline Partners's 13F filing for Q1 2026, filed 15 May 2026.