Belpointe Asset Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.22M | Buy |
12,974
+3,035
| +31% | +$298K | 0.04% | 383 |
|
|
2025
Q4 | $993K | Buy |
9,939
+1,433
| +17% | +$136K | 0.04% | 438 |
|
|
2025
Q3 | $812K | Buy |
8,506
+2,364
| +38% | +$224K | 0.03% | 477 |
|
|
2025
Q2 | $560K | Buy |
6,142
+421
| +7% | +$35.3K | 0.02% | 542 |
|
|
2025
Q1 | $448K | Sell |
5,721
-5,633
| -50% | -$442K | 0.02% | 601 |
|
|
2024
Q4 | $739K | Buy |
11,354
+958
| +9% | +$71.7K | 0.04% | 408 |
|
|
2024
Q3 | $674K | Sell |
10,396
-344
| -3% | -$22.6K | 0.04% | 420 |
|
|
2024
Q2 | $791K | Sell |
10,740
-4,287
| -29% | -$317K | 0.06% | 330 |
|
|
2024
Q1 | $1.09M | Sell |
15,027
-3,674
| -20% | -$242K | 0.08% | 238 |
|
|
2023
Q4 | $1.29M | Sell |
18,701
-2,815
| -13% | -$163K | 0.11% | 178 |
|
|
2023
Q3 | $1.18M | Sell |
21,516
-963
| -4% | -$58.2K | 0.12% | 168 |
|
|
2023
Q2 | $1.27M | Sell |
22,479
-31,941
| -59% | -$1.67M | 0.13% | 146 |
|
|
2023
Q1 | $2.85M | Buy |
54,420
+44,076
| +426% | +$3.23M | 0.15% | 132 |
|
|
2022
Q4 | $861K | Sell |
10,344
-5,717
| -36% | -$444K | 0.05% | 363 |
|
|
2022
Q3 | $1.16M | Buy |
16,061
+8,638
| +116% | +$600K | 0.08% | 258 |
|
|
2022
Q2 | $469K | Buy |
7,423
+394
| +6% | +$27.2K | 0.03% | 515 |
|
|
2022
Q1 | $593K | Sell |
7,029
-991
| -12% | -$87.2K | 0.04% | 488 |
|
|
2021
Q4 | $674K | Buy |
8,020
+1,371
| +21% | +$111K | 0.04% | 431 |
|
|
2021
Q3 | $485K | Buy |
6,649
+1,977
| +42% | +$141K | 0.03% | 519 |
|
|
2021
Q2 | $341K | Buy |
4,672
+1,076
| +30% | +$76.1K | 0.02% | 629 |
|
|
2021
Q1 | $234K | Sell |
3,596
-13,619
| -79% | -$826K | 0.02% | 692 |
|
|
2020
Q4 | $913K | Buy |
17,215
+12,437
| +260% | +$563K | 0.08% | 265 |
|
|
2020
Q3 | $173K | Sell |
4,778
-482
| -9% | -$16.8K | 0.02% | 599 |
|
|
2020
Q2 | $178K | Buy |
5,260
+78
| +2% | +$2.79K | 0.02% | 558 |
|
|
2020
Q1 | $174K | Sell |
5,182
-1,433
| -22% | -$60.1K | 0.03% | 455 |
|
|
2019
Q4 | $315K | Sell |
6,615
-2,468
| -27% | -$109K | 0.04% | 431 |
|
|
2019
Q3 | $380K | Buy |
9,083
+29
| +0.3% | +$1.17K | 0.06% | 345 |
|
|
2019
Q2 | $364K | Sell |
9,054
-707
| -7% | -$30.8K | 0.07% | 294 |
|
|
2019
Q1 | $417K | Buy |
9,761
+355
| +4% | +$16K | 0.08% | 193 |
|
|
2018
Q4 | $391K | Buy |
9,406
+298
| +3% | +$13.5K | 0.1% | 224 |
|
|
2018
Q3 | $448K | Buy |
9,108
+2,260
| +33% | +$115K | 0.07% | 284 |
|
|
2018
Q2 | $350K | Hold |
6,848
| – | – | 0.1% | 231 |
|
|
2018
Q1 | $358K | Sell |
6,848
-1,280
| -16% | -$68.6K | 0.1% | 222 |
|
|
2017
Q4 | $418K | Sell |
8,128
-357
| -4% | -$16.8K | 0.09% | 271 |
|
|
2017
Q3 | $371K | Buy |
+8,485
| New | +$352K | 0.09% | 273 |
|
Other funds holding SCHW
VCM
VPM
Belpointe Asset Management's SCHW Position: Q1 2026 in Review
Belpointe Asset Management increased its Charles Schwab (SCHW) stake by 31% in Q1 2026, buying an estimated $298K and bringing the position to 12,974 shares worth $1.22M. The position accounts for 0.04% of the portfolio, ranked #383.
Belpointe Asset Management first reported a position in SCHW in Q3 2017 and has held it in 35 quarters since. The position peaked at $2.85M in Q1 2023. 2,321 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.
- Belpointe Asset Management held 12,974 shares of Charles Schwab worth $1.22M as of Q1 2026.
- Belpointe Asset Management bought 3,035 Charles Schwab shares in Q1 2026, an estimated $298K.
- Charles Schwab made up 0.04% of Belpointe Asset Management's portfolio in Q1 2026, its #383 holding.
- Belpointe Asset Management first reported a position in Charles Schwab in Q3 2017 and has held it in 35 quarters since.
- Belpointe Asset Management's Charles Schwab position peaked at $2.85M in Q1 2023.
- 2,321 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.
Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.