AWA
SCHW

Acumen Wealth Advisors’s Charles Schwab SCHW Stock Holding History

Acumen Wealth Advisors’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 		$16.2K Sell
176
-527
-75% -$48.1K ﹤0.01% 266
2026
Q1 		$66.1K Buy
703
+54
+8% +$5.3K 0.02% 142
2025
Q4 		$64.8K Buy
+649
New +$61.6K 0.02% 128

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

Acumen Wealth Advisors's SCHW Position: Q2 2026 in Review

Acumen Wealth Advisors reduced its Charles Schwab (SCHW) stake by 75% in Q2 2026, selling an estimated $48.1K and leaving 176 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

Acumen Wealth Advisors first reported a position in SCHW in Q4 2025 and has held it in 3 quarters since. The position peaked at $66.1K in Q1 2026. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Acumen Wealth Advisors held 176 shares of Charles Schwab worth $16.2K as of Q2 2026.
  • Acumen Wealth Advisors sold 527 Charles Schwab shares in Q2 2026, an estimated $48.1K.
  • Charles Schwab made up ﹤0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #266 holding.
  • Acumen Wealth Advisors first reported a position in Charles Schwab in Q4 2025 and has held it in 3 quarters since.
  • Acumen Wealth Advisors's Charles Schwab position peaked at $66.1K in Q1 2026.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.