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 Q2	$1.22M	Buy	13,252 +1,582	+14%	+$144K	0.06%	140
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 $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

Angeles Wealth Management's SCHW Position: Q2 2026 in Review

Angeles Wealth Management increased its Charles Schwab (SCHW) stake by 14% in Q2 2026, buying an estimated $144K and bringing the position to 13,252 shares worth $1.22M. The position accounts for 0.06% of the portfolio, ranked #140.

Angeles Wealth Management first reported a position in SCHW in Q4 2022 and has held it in 10 quarters since. 2,311 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Angeles Wealth Management held 13,252 shares of Charles Schwab worth $1.22M as of Q2 2026.
Angeles Wealth Management bought 1,582 Charles Schwab shares in Q2 2026, an estimated $144K.
Charles Schwab made up 0.06% of Angeles Wealth Management's portfolio in Q2 2026, its #140 holding.
Angeles Wealth Management first reported a position in Charles Schwab in Q4 2022 and has held it in 10 quarters since.
2,311 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.