Acorns Advisers’s Charles Schwab SCHW Stock Holding History

Acorns Advisers’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 Q1	$253K	Buy	2,691 +511	+23%	+$50.1K	﹤0.01%	96
2025 Q4	$218K	Buy	+2,180	New	+$207K	﹤0.01%	102

Other funds holding SCHW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Acorns Advisers's SCHW Position: Q1 2026 in Review

Acorns Advisers increased its Charles Schwab (SCHW) stake by 23% in Q1 2026, buying an estimated $50.1K and bringing the position to 2,691 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #96.

Acorns Advisers first reported a position in SCHW in Q4 2025 and has held it in 2 quarters since. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Acorns Advisers held 2,691 shares of Charles Schwab worth $253K as of Q1 2026.
Acorns Advisers bought 511 Charles Schwab shares in Q1 2026, an estimated $50.1K.
Charles Schwab made up ﹤0.01% of Acorns Advisers's portfolio in Q1 2026, its #96 holding.
Acorns Advisers first reported a position in Charles Schwab in Q4 2025 and has held it in 2 quarters since.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Acorns Advisers's 13F filing for Q1 2026, filed 14 May 2026.