AMPWP
SCHW

Alvarez & Marsal Private Wealth Partners’s Charles Schwab SCHW Stock Holding History

Alvarez & Marsal Private Wealth Partners’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
-3,074
Closed -$289K – 174
2026
Q1 		$289K Buy
+3,074
New +$301K 0.04% 125

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Alvarez & Marsal Private Wealth Partners's SCHW Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners sold out of Charles Schwab (SCHW) in Q2 2026, closing a stake of 3,074 shares — an estimated $289K sold.

Alvarez & Marsal Private Wealth Partners first reported a position in SCHW in Q1 2026 and held it in 1 quarter. The position peaked at $289K in Q1 2026. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners reported no remaining Charles Schwab position as of Q2 2026 after selling out during the quarter.
  • Alvarez & Marsal Private Wealth Partners sold 3,074 Charles Schwab shares in Q2 2026, an estimated $289K.
  • Alvarez & Marsal Private Wealth Partners first reported a position in Charles Schwab in Q1 2026 and held it in 1 quarter.
  • Alvarez & Marsal Private Wealth Partners's Charles Schwab position peaked at $289K in Q1 2026.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.