Angeles Wealth Management’s Charles Schwab SCHW Stock Holding History

Angeles Wealth Management’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	$1.1M	Buy	11,670 +1,061	+10%	+$104K	0.06%	131
2025 Q4	$1.06M	Buy	10,609 +1,833	+21%	+$174K	0.06%	133
2025 Q3	$838K	Sell	8,776 -33	-0.4%	-$3.13K	0.05%	130
2025 Q2	$804K	Buy	8,809 +3,541	+67%	+$296K	0.06%	128
2025 Q1	$412K	Buy	5,268 +74	+1%	+$5.81K	0.03%	158
2024 Q4	$384K	Buy	+5,194	New	+$389K	0.03%	168
2024 Q3	–	Sell	-2,814	Closed	-$207K	–	349
2024 Q2	$207K	Sell	2,814 -80	-3%	-$5.91K	0.02%	224
2024 Q1	$209K	Buy	+2,894	New	+$191K	0.02%	207
2023 Q1	–	Sell	-2,430	Closed	-$202K	–	222
2022 Q4	$202K	Buy	+2,430	New	+$189K	0.04%	166

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

Angeles Wealth Management's SCHW Position: Q1 2026 in Review

Angeles Wealth Management increased its Charles Schwab (SCHW) stake by 10% in Q1 2026, buying an estimated $104K and bringing the position to 11,670 shares worth $1.1M. The position accounts for 0.06% of the portfolio, ranked #131.

Angeles Wealth Management first reported a position in SCHW in Q4 2022 and has held it in 9 quarters since. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Angeles Wealth Management held 11,670 shares of Charles Schwab worth $1.1M as of Q1 2026.
Angeles Wealth Management bought 1,061 Charles Schwab shares in Q1 2026, an estimated $104K.
Charles Schwab made up 0.06% of Angeles Wealth Management's portfolio in Q1 2026, its #131 holding.
Angeles Wealth Management first reported a position in Charles Schwab in Q4 2022 and has held it in 9 quarters since.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.