Action Point Financial Planning’s Charles Schwab SCHW Stock Holding History

Action Point Financial Planning’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	$127K	Buy	+1,389	New	+$127K	0.01%	533

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Action Point Financial Planning's SCHW Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Charles Schwab (SCHW) in Q2 2026: 1,389 shares worth $127K. The stake represents 0.01% of the portfolio and ranks #533 among its holdings.

2,299 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Action Point Financial Planning held 1,389 shares of Charles Schwab worth $127K as of Q2 2026.
Charles Schwab was a new Action Point Financial Planning position in Q2 2026.
Charles Schwab made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #533 holding.
2,299 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.