Barlow Wealth Partners
SCHW icon

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
Q3 		$24.4M Buy
252,451
+3,591
+1% +$378K 2.52% 19
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

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

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

Barlow Wealth Partners increased its Charles Schwab (SCHW) stake by 1.4% in Q3 2026, buying an estimated $378K and bringing the position to 252,451 shares worth $24.4M. The position accounts for 2.52% of the portfolio, ranked #19.

Barlow Wealth Partners first reported a position in SCHW in Q4 2025 and has held it in 4 quarters since. The position peaked at $25.3M in Q2 2026. 1,992 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

  • Barlow Wealth Partners held 252,451 shares of Charles Schwab worth $24.4M as of Q3 2026.
  • Barlow Wealth Partners bought 3,591 Charles Schwab shares in Q3 2026, an estimated $378K.
  • Charles Schwab made up 2.52% of Barlow Wealth Partners's portfolio in Q3 2026, its #19 holding.
  • Barlow Wealth Partners first reported a position in Charles Schwab in Q4 2025 and has held it in 4 quarters since.
  • Barlow Wealth Partners's Charles Schwab position peaked at $25.3M in Q2 2026.
  • 1,992 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on Barlow Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.