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 		$406K Buy
4,400
+1,000
+29% +$91.2K 0.08% 169
2026
Q1 		$320K Buy
3,400
+500
+17% +$49K 0.05% 256
2025
Q4 		$290K Hold
2,900
– – 0.05% 263
2025
Q3 		$277K Hold
2,900
– – 0.05% 284
2025
Q2 		$265K Hold
2,900
– – 0.05% 287
2025
Q1 		$227K Buy
+2,900
New +$228K 0.04% 318

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 $3.38T AUM 44.17% 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. 2,319 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.
  • 2,319 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.