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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Beverly Hills Private Wealth's SCHW Position: Q1 2026 in Review

Beverly Hills Private Wealth increased its Charles Schwab (SCHW) stake by 7.3% in Q1 2026, buying an estimated $782K and bringing the position to 117,357 shares worth $11M. The position accounts for 1.84% of the portfolio, ranked #7.

Beverly Hills Private Wealth first reported a position in SCHW in Q4 2022 and has held it in 14 quarters since. 2,321 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Beverly Hills Private Wealth held 117,357 shares of Charles Schwab worth $11M as of Q1 2026.
  • Beverly Hills Private Wealth bought 7,971 Charles Schwab shares in Q1 2026, an estimated $782K.
  • Charles Schwab made up 1.84% of Beverly Hills Private Wealth's portfolio in Q1 2026, its #7 holding.
  • Beverly Hills Private Wealth first reported a position in Charles Schwab in Q4 2022 and has held it in 14 quarters since.
  • 2,321 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2026, filed 4 May 2026.