APW
SCHW

Acima Private Wealth’s Charles Schwab SCHW Stock Holding History

Acima Private Wealth’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 		– Sell
-169
Closed -$15.9K – 178
2026
Q1 		$15.9K Hold
169
– – 0.01% 156
2025
Q4 		$16.9K Hold
169
– – 0.01% 155
2025
Q3 		$16.1K Buy
+169
New +$16K 0.01% 160
2020
Q2 		– Sell
-73
Closed -$2K – 263
2020
Q1 		$2K Hold
73
– – ﹤0.01% 250
2019
Q4 		$3K Hold
73
– – ﹤0.01% 273
2019
Q3 		$3K Hold
73
– – ﹤0.01% 249
2019
Q2 		$3K Hold
73
– – ﹤0.01% 227
2019
Q1 		$3K Buy
+73
New +$3.3K ﹤0.01% 227

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

Acima Private Wealth's SCHW Position: Q2 2026 in Review

Acima Private Wealth sold out of Charles Schwab (SCHW) in Q2 2026, closing a stake of 169 shares — an estimated $15.9K sold.

Acima Private Wealth first reported a position in SCHW in Q1 2019 and held it in 8 quarters. The position peaked at $16.9K in Q4 2025. 2,311 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Acima Private Wealth reported no remaining Charles Schwab position as of Q2 2026 after selling out during the quarter.
  • Acima Private Wealth sold 169 Charles Schwab shares in Q2 2026, an estimated $15.9K.
  • Acima Private Wealth first reported a position in Charles Schwab in Q1 2019 and held it in 8 quarters.
  • Acima Private Wealth's Charles Schwab position peaked at $16.9K in Q4 2025.
  • 2,311 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Acima Private Wealth's 13F filing for Q2 2026, filed 6 Jul 2026.