BHWM
SCHW

Beaird Harris Wealth Management’s Charles Schwab SCHW Stock Holding History

Beaird Harris 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 		$74K Buy
802
+399
+99% +$36.4K ﹤0.01% 232
2026
Q1 		$37.9K Hold
403
– – ﹤0.01% 268
2025
Q4 		$40.3K Sell
403
-19
-5% -$1.8K ﹤0.01% 273
2025
Q3 		$40.3K Buy
422
+103
+32% +$9.78K ﹤0.01% 272
2025
Q2 		$29.1K Buy
319
+27
+9% +$2.26K ﹤0.01% 302
2025
Q1 		$22.9K Hold
292
– – ﹤0.01% 299
2024
Q4 		$21.6K Hold
292
– – ﹤0.01% 301
2024
Q3 		$18.9K Hold
292
– – ﹤0.01% 299
2024
Q2 		$21.5K Hold
292
– – ﹤0.01% 298
2024
Q1 		$21.1K Sell
292
-43
-13% -$2.83K ﹤0.01% 273
2023
Q4 		$23K Buy
335
+58
+21% +$3.35K ﹤0.01% 248
2023
Q3 		$15.2K Hold
277
– – ﹤0.01% 247
2023
Q2 		$15.7K Hold
277
– – ﹤0.01% 243
2023
Q1 		$14.5K Buy
+277
New +$20.3K ﹤0.01% 244
2022
Q2 		– Sell
-99
Closed -$8K – 567
2022
Q1 		$8K Buy
+99
New +$8.71K ﹤0.01% 370

Other funds holding SCHW

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Beaird Harris Wealth Management's SCHW Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its Charles Schwab (SCHW) stake by 99% in Q2 2026, buying an estimated $36.4K and bringing the position to 802 shares worth $74K. The position accounts for ﹤0.01% of the portfolio, ranked #232.

Beaird Harris Wealth Management first reported a position in SCHW in Q1 2022 and has held it in 15 quarters since. 384 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Beaird Harris Wealth Management held 802 shares of Charles Schwab worth $74K as of Q2 2026.
  • Beaird Harris Wealth Management bought 399 Charles Schwab shares in Q2 2026, an estimated $36.4K.
  • Charles Schwab made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #232 holding.
  • Beaird Harris Wealth Management first reported a position in Charles Schwab in Q1 2022 and has held it in 15 quarters since.
  • 384 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.