AWM
SCHW

Accredited Wealth Management’s Charles Schwab SCHW Stock Holding History

Accredited 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 		$29.6K Buy
1,285
+975
+315% +$92.5K 0.02% 174
2025
Q2 		$28.3K Hold
310
– – 0.02% 177
2025
Q1 		$24.3K Buy
+310
New +$24.3K 0.02% 167

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

Accredited Wealth Management's SCHW Position: Q3 2025 in Review

Accredited Wealth Management increased its Charles Schwab (SCHW) stake by 315% in Q3 2025, buying an estimated $92.5K and bringing the position to 1,285 shares worth $29.6K. The position accounts for 0.02% of the portfolio, ranked #174.

Accredited Wealth Management first reported a position in SCHW in Q1 2025 and has held it in 3 quarters since. 2,168 funds tracked by Wall St. Rank hold SCHW as of Q3 2025.

  • Accredited Wealth Management held 1,285 shares of Charles Schwab worth $29.6K as of Q3 2025.
  • Accredited Wealth Management bought 975 Charles Schwab shares in Q3 2025, an estimated $92.5K.
  • Charles Schwab made up 0.02% of Accredited Wealth Management's portfolio in Q3 2025, its #174 holding.
  • Accredited Wealth Management first reported a position in Charles Schwab in Q1 2025 and has held it in 3 quarters since.
  • 2,168 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.