AWM
SCHW

Abound Wealth Management’s Charles Schwab SCHW Stock Holding History

Abound 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
2026
Q2 		$9.85K Sell
107
-222
-67% -$20.2K ﹤0.01% 470
2026
Q1 		$30.9K Sell
329
-32
-9% -$3.14K 0.01% 322
2025
Q4 		$36.1K Buy
361
+86
+31% +$8.16K 0.01% 271
2025
Q3 		$26.2K Buy
275
+10
+4% +$949 0.01% 305
2025
Q2 		$24.1K Buy
265
+32
+14% +$2.68K 0.01% 300
2025
Q1 		$18.2K Sell
233
-51
-18% -$4K 0.01% 312
2024
Q4 		$21K Sell
284
-8
-3% -$599 0.01% 275
2024
Q3 		$18.9K Buy
292
+34
+13% +$2.23K 0.01% 307
2024
Q2 		$19K Sell
258
-14
-5% -$1.03K 0.01% 257
2024
Q1 		$19.7K Sell
272
-2
-0.7% -$132 0.01% 257
2023
Q4 		$18.9K Sell
274
-296
-52% -$17.1K 0.01% 273
2023
Q3 		$31.3K Buy
570
+39
+7% +$2.36K 0.01% 173
2023
Q2 		$30.1K Buy
531
+51
+11% +$2.67K 0.01% 175
2023
Q1 		$25.1K Buy
480
+35
+8% +$2.56K 0.01% 179
2022
Q4 		$37.1K Sell
445
-94
-17% -$7.29K 0.02% 140
2022
Q3 		$38.7K Buy
+539
New +$37.4K 0.02% 136

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Abound Wealth Management's SCHW Position: Q2 2026 in Review

Abound Wealth Management reduced its Charles Schwab (SCHW) stake by 67% in Q2 2026, selling an estimated $20.2K and leaving 107 shares worth $9.85K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

Abound Wealth Management first reported a position in SCHW in Q3 2022 and has held it in 16 quarters since. The position peaked at $38.7K in Q3 2022. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Abound Wealth Management held 107 shares of Charles Schwab worth $9.85K as of Q2 2026.
  • Abound Wealth Management sold 222 Charles Schwab shares in Q2 2026, an estimated $20.2K.
  • Charles Schwab made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #470 holding.
  • Abound Wealth Management first reported a position in Charles Schwab in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Charles Schwab position peaked at $38.7K in Q3 2022.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.