BHPW
SCHW

Beverly Hills Private Wealth’s Charles Schwab SCHW Stock Holding History

Beverly Hills Private Wealth’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 		$11.5M Buy
124,548
+7,191
+6% +$656K 2.19% 7
2026
Q1 		$11M Buy
117,357
+7,971
+7% +$782K 1.84% 7
2025
Q4 		$10.9M Buy
109,386
+4,881
+5% +$463K 1.87% 8
2025
Q3 		$9.98M Buy
104,505
+2,002
+2% +$190K 1.76% 8
2025
Q2 		$9.35M Buy
102,503
+8,560
+9% +$717K 1.75% 11
2025
Q1 		$7.35M Buy
93,943
+8,633
+10% +$678K 1.45% 11
2024
Q4 		$6.31M Buy
85,310
+5,793
+7% +$433K 1.28% 14
2024
Q3 		$5.15M Buy
79,517
+7,097
+10% +$466K 1.04% 17
2024
Q2 		$5.34M Buy
72,420
+3,325
+5% +$246K 1.16% 13
2024
Q1 		$5M Buy
69,095
+1,168
+2% +$76.9K 1.15% 15
2023
Q4 		$4.67M Sell
67,927
-1,830
-3% -$106K 1.22% 14
2023
Q3 		$3.83M Sell
69,757
-69,364
-50% -$4.19M 1.14% 19
2023
Q2 		$9.03M Buy
139,121
+88,450
+175% +$4.63M 1.48% 10
2023
Q1 		$2.65M Buy
50,671
+25,672
+103% +$1.88M 0.82% 33
2022
Q4 		$2.08M Buy
+24,999
New +$1.94M 0.91% 31

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

Beverly Hills Private Wealth's SCHW Position: Q2 2026 in Review

Beverly Hills Private Wealth increased its Charles Schwab (SCHW) stake by 6.1% in Q2 2026, buying an estimated $656K and bringing the position to 124,548 shares worth $11.5M. The position accounts for 2.19% of the portfolio, ranked #7.

Beverly Hills Private Wealth first reported a position in SCHW in Q4 2022 and has held it in 15 quarters since. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Beverly Hills Private Wealth held 124,548 shares of Charles Schwab worth $11.5M as of Q2 2026.
  • Beverly Hills Private Wealth bought 7,191 Charles Schwab shares in Q2 2026, an estimated $656K.
  • Charles Schwab made up 2.19% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #7 holding.
  • Beverly Hills Private Wealth first reported a position in Charles Schwab in Q4 2022 and has held it in 15 quarters since.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.