BWP
SCHW

Bernardo Wealth Planning’s Charles Schwab SCHW Stock Holding History

Bernardo Wealth Planning’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 		$275K Buy
2,981
+42
+1% +$3.83K 0.05% 115
2026
Q1 		$276K Buy
2,939
+7
+0.2% +$687 0.05% 100
2025
Q4 		$293K Buy
2,932
+19
+0.7% +$1.8K 0.06% 103
2025
Q3 		$278K Buy
2,913
+47
+2% +$4.46K 0.05% 100
2025
Q2 		$261K Buy
2,866
+98
+4% +$8.21K 0.06% 100
2025
Q1 		$217K Buy
2,768
+16
+0.6% +$1.26K 0.05% 107
2024
Q4 		$200K Sell
2,752
-46
-2% -$3.44K 0.05% 108
2024
Q3 		$201K Sell
2,798
-3
-0.1% -$197 0.05% 111
2024
Q2 		$206K Hold
2,801
– – 0.06% 98
2024
Q1 		$203K Buy
+2,801
New +$184K 0.06% 102

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

Bernardo Wealth Planning's SCHW Position: Q2 2026 in Review

Bernardo Wealth Planning increased its Charles Schwab (SCHW) stake by 1.4% in Q2 2026, buying an estimated $3.83K and bringing the position to 2,981 shares worth $275K. The position accounts for 0.05% of the portfolio, ranked #115.

Bernardo Wealth Planning first reported a position in SCHW in Q1 2024 and has held it in 10 quarters since. The position peaked at $293K in Q4 2025. 2,312 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Bernardo Wealth Planning held 2,981 shares of Charles Schwab worth $275K as of Q2 2026.
  • Bernardo Wealth Planning bought 42 Charles Schwab shares in Q2 2026, an estimated $3.83K.
  • Charles Schwab made up 0.05% of Bernardo Wealth Planning's portfolio in Q2 2026, its #115 holding.
  • Bernardo Wealth Planning first reported a position in Charles Schwab in Q1 2024 and has held it in 10 quarters since.
  • Bernardo Wealth Planning's Charles Schwab position peaked at $293K in Q4 2025.
  • 2,312 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.