AFWM
SCHW

Abich Financial Wealth Management’s Charles Schwab SCHW Stock Holding History

Abich Financial Wealth Management’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 		$4.39K Buy
+46
New +$4.37K ﹤0.01% 518
2024
Q3 		– Sell
-46
Closed -$3.39K – 769
2024
Q2 		$3.39K Hold
46
– – ﹤0.01% 391
2024
Q1 		$3.33K Sell
46
-75
-62% -$4.94K ﹤0.01% 328
2023
Q4 		$8.31K Buy
+121
New +$6.99K 0.01% 221

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Abich Financial Wealth Management's SCHW Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Charles Schwab (SCHW) in Q3 2025: 46 shares worth $4.39K. The stake represents ﹤0.01% of the portfolio and ranks #518 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in SCHW as recently as Q2 2024.

Abich Financial Wealth Management first reported a position in SCHW in Q4 2023 and has held it in 4 quarters since. The position peaked at $8.31K in Q4 2023. 2,169 funds tracked by Wall St. Rank hold SCHW as of Q3 2025.

  • Abich Financial Wealth Management held 46 shares of Charles Schwab worth $4.39K as of Q3 2025.
  • Charles Schwab was a new Abich Financial Wealth Management position in Q3 2025.
  • Charles Schwab made up ﹤0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #518 holding.
  • Abich Financial Wealth Management first reported a position in Charles Schwab in Q4 2023 and has held it in 4 quarters since.
  • Abich Financial Wealth Management's Charles Schwab position peaked at $8.31K in Q4 2023.
  • 2,169 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.