BWA
SCHW

Basecamp Wealth Advisors’s Charles Schwab SCHW Stock Holding History

Basecamp Wealth Advisors’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 		$584K Hold
6,327
– – 0.11% 106
2026
Q1 		$595K Hold
6,327
– – 0.12% 96
2025
Q4 		$632K Buy
+6,327
New +$600K 0.13% 85

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Basecamp Wealth Advisors's SCHW Position: Q2 2026 in Review

Basecamp Wealth Advisors held its Charles Schwab (SCHW) position steady in Q2 2026 at 6,327 shares worth $584K. The position accounts for 0.11% of the portfolio, ranked #106.

Basecamp Wealth Advisors first reported a position in SCHW in Q4 2025 and has held it in 3 quarters since. The position peaked at $632K in Q4 2025. 2,289 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Basecamp Wealth Advisors held 6,327 shares of Charles Schwab worth $584K as of Q2 2026.
  • Basecamp Wealth Advisors left its Charles Schwab share count unchanged in Q2 2026.
  • Charles Schwab made up 0.11% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #106 holding.
  • Basecamp Wealth Advisors first reported a position in Charles Schwab in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Charles Schwab position peaked at $632K in Q4 2025.
  • 2,289 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.