Y.D. More Investments’s Charles Schwab SCHW Stock Holding History

Y.D. More Investments’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 Q2	$326	Sell	1,052 -15	-1%	-$1.37K	﹤0.01%	465
2026 Q1	$317	Sell	1,067 -137	-11%	-$13.4K	﹤0.01%	431
2025 Q4	$377	Sell	1,204 -139	-10%	-$13.2K	﹤0.01%	428
2025 Q3	$388	Sell	1,343 -23	-2%	-$2.18K	﹤0.01%	408
2025 Q2	$365	Sell	1,366 -738	-35%	-$61.8K	﹤0.01%	407
2025 Q1	$443	Buy	2,104 +259	+14%	+$20.3K	﹤0.01%	421
2024 Q4	$374	Buy	1,845 +1,015	+122%	+$76K	﹤0.01%	406
2024 Q3	$145	Buy	830 +40	+5%	+$2.63K	﹤0.01%	393
2024 Q2	$155	Buy	+790	New	+$58.4K	﹤0.01%	399

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Y.D. More Investments's SCHW Position: Q2 2026 in Review

Y.D. More Investments reduced its Charles Schwab (SCHW) stake by 1.4% in Q2 2026, selling an estimated $1.37K and leaving 1,052 shares worth $326. The position accounts for ﹤0.01% of the portfolio, ranked #465.

Y.D. More Investments first reported a position in SCHW in Q2 2024 and has held it in 9 quarters since. The position peaked at $443 in Q1 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Y.D. More Investments held 1,052 shares of Charles Schwab worth $326 as of Q2 2026.
Y.D. More Investments sold 15 Charles Schwab shares in Q2 2026, an estimated $1.37K.
Charles Schwab made up ﹤0.01% of Y.D. More Investments's portfolio in Q2 2026, its #465 holding.
Y.D. More Investments first reported a position in Charles Schwab in Q2 2024 and has held it in 9 quarters since.
Y.D. More Investments's Charles Schwab position peaked at $443 in Q1 2025.
2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.