Baldwin Wealth Partners
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Baldwin Wealth Partners’s Charles Schwab SCHW Stock Holding History

Baldwin 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
Q3 		$7.75M Sell
79,277
-2,338
-3% -$246K 0.51% 44
2026
Q2 		$7.53M Sell
81,615
-11,345
-12% -$1.03M 0.49% 48
2026
Q1 		$8.74M Sell
92,960
-2,169
-2% -$213K 0.63% 37
2025
Q4 		$9.5M Sell
95,129
-2,137
-2% -$203K 0.61% 41
2025
Q3 		$9.29M Sell
97,266
-1,243
-1% -$118K 0.6% 45
2025
Q2 		$8.99M Sell
98,509
-3,359
-3% -$281K 0.61% 48
2025
Q1 		$7.97M Sell
101,868
-1,970
-2% -$155K 0.56% 52
2024
Q4 		$7.69M Sell
103,838
-9,394
-8% -$703K 0.53% 52
2024
Q3 		$7.34M Sell
113,232
-8,228
-7% -$540K 0.5% 51
2024
Q2 		$8.95M Sell
121,460
-3,518
-3% -$260K 0.7% 41
2024
Q1 		$9.04M Sell
124,978
-3,875
-3% -$255K 0.68% 47
2023
Q4 		$8.87M Sell
128,853
-2,909
-2% -$168K 0.7% 48
2023
Q3 		$7.23M Buy
131,762
+1,246
+1% +$75.3K 0.62% 49
2023
Q2 		$7.4M Sell
130,516
-3,103
-2% -$163K 0.61% 50
2023
Q1 		$7M Sell
133,619
-86
-0.1% -$6.3K 0.61% 52
2022
Q4 		$11.1M Buy
+133,705
New +$10.4M 1.01% 35
2017
Q1 		– Sell
-74
Closed -$3K – 536
2016
Q4 		$3K Hold
74
– – ﹤0.01% 482
2016
Q3 		$2K Hold
74
– – ﹤0.01% 511
2016
Q2 		$2K Buy
+74
New +$2.1K ﹤0.01% 438

Other funds holding SCHW

Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Provident Trust Company
Provident Trust Company Waukesha, Wisconsin $3.22B AUM 13.63% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Baldwin Wealth Partners's SCHW Position: Q3 2026 in Review

Baldwin Wealth Partners reduced its Charles Schwab (SCHW) stake by 2.9% in Q3 2026, selling an estimated $246K and leaving 79,277 shares worth $7.75M. The position accounts for 0.51% of the portfolio, ranked #44.

Baldwin Wealth Partners first reported a position in SCHW in Q2 2016 and has held it in 19 quarters since. The position peaked at $11.1M in Q4 2022. 938 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

  • Baldwin Wealth Partners held 79,277 shares of Charles Schwab worth $7.75M as of Q3 2026.
  • Baldwin Wealth Partners sold 2,338 Charles Schwab shares in Q3 2026, an estimated $246K.
  • Charles Schwab made up 0.51% of Baldwin Wealth Partners's portfolio in Q3 2026, its #44 holding.
  • Baldwin Wealth Partners first reported a position in Charles Schwab in Q2 2016 and has held it in 19 quarters since.
  • Baldwin Wealth Partners's Charles Schwab position peaked at $11.1M in Q4 2022.
  • 938 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on Baldwin Wealth Partners's 13F filing for Q3 2026, filed 13 Oct 2026.