BWP
SCHW

Barlow Wealth Partners’s Charles Schwab SCHW Stock Holding History

Barlow 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 		$25.3M Buy
248,860
+4,867
+2% +$444K 2.73% 16
2026
Q1 		$22.5M Buy
243,993
+238,829
+4,625% +$23.4M 2.5% 19
2025
Q4 		$517K Buy
+5,164
New +$490K 0.06% 80

Other funds holding SCHW

PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Barlow Wealth Partners's SCHW Position: Q2 2026 in Review

Barlow Wealth Partners increased its Charles Schwab (SCHW) stake by 2% in Q2 2026, buying an estimated $444K and bringing the position to 248,860 shares worth $25.3M. The position accounts for 2.73% of the portfolio, ranked #16.

Barlow Wealth Partners first reported a position in SCHW in Q4 2025 and has held it in 3 quarters since. 1,019 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Barlow Wealth Partners held 248,860 shares of Charles Schwab worth $25.3M as of Q2 2026.
  • Barlow Wealth Partners bought 4,867 Charles Schwab shares in Q2 2026, an estimated $444K.
  • Charles Schwab made up 2.73% of Barlow Wealth Partners's portfolio in Q2 2026, its #16 holding.
  • Barlow Wealth Partners first reported a position in Charles Schwab in Q4 2025 and has held it in 3 quarters since.
  • 1,019 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Barlow Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.