YP
SCHW

YANKCOM Partnership’s Charles Schwab SCHW Stock Holding History

YANKCOM Partnership’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 		$133K Sell
1,440
-23
-2% -$2.1K 0.05% 166
2026
Q1 		$137K Sell
1,463
-122
-8% -$12K 0.06% 158
2025
Q4 		$158K Buy
1,585
+145
+10% +$13.8K 0.07% 152
2025
Q3 		$137K Sell
1,440
-76
-5% -$7.21K 0.06% 158
2025
Q2 		$138K Hold
1,516
– – 0.07% 151
2025
Q1 		$119K Buy
1,516
+76
+5% +$5.96K 0.07% 151
2024
Q4 		$107K Buy
+1,440
New +$108K 0.06% 153

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

YANKCOM Partnership's SCHW Position: Q2 2026 in Review

YANKCOM Partnership reduced its Charles Schwab (SCHW) stake by 1.6% in Q2 2026, selling an estimated $2.1K and leaving 1,440 shares worth $133K. The position accounts for 0.05% of the portfolio, ranked #166.

YANKCOM Partnership first reported a position in SCHW in Q4 2024 and has held it in 7 quarters since. The position peaked at $158K in Q4 2025. 1,348 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • YANKCOM Partnership held 1,440 shares of Charles Schwab worth $133K as of Q2 2026.
  • YANKCOM Partnership sold 23 Charles Schwab shares in Q2 2026, an estimated $2.1K.
  • Charles Schwab made up 0.05% of YANKCOM Partnership's portfolio in Q2 2026, its #166 holding.
  • YANKCOM Partnership first reported a position in Charles Schwab in Q4 2024 and has held it in 7 quarters since.
  • YANKCOM Partnership's Charles Schwab position peaked at $158K in Q4 2025.
  • 1,348 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on YANKCOM Partnership's 13F filing for Q2 2026, filed 21 Jul 2026.