BigSur Wealth Management’s Charles Schwab SCHW Stock Holding History

BigSur Wealth Management’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	$923K	Hold	10,000	–	–	0.22%	104
2026 Q1	$940K	Hold	10,000	–	–	0.26%	90
2025 Q4	$999K	Hold	10,000	–	–	0.24%	87
2025 Q3	$955K	Hold	10,000	–	–	0.23%	85
2025 Q2	$912K	Hold	10,000	–	–	0.23%	87
2025 Q1	$783K	Hold	10,000	–	–	0.21%	94
2024 Q4	$740K	Hold	10,000	–	–	0.21%	94
2024 Q3	$648K	Hold	10,000	–	–	0.18%	104
2024 Q2	$737K	Hold	10,000	–	–	0.23%	94
2024 Q1	$723K	Buy	+10,000	New	+$659K	0.23%	93

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BigSur Wealth Management's SCHW Position: Q2 2026 in Review

BigSur Wealth Management held its Charles Schwab (SCHW) position steady in Q2 2026 at 10,000 shares worth $923K. The position accounts for 0.22% of the portfolio, ranked #104.

BigSur Wealth Management first reported a position in SCHW in Q1 2024 and has held it in 10 quarters since. The position peaked at $999K in Q4 2025. 2,306 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

BigSur Wealth Management held 10,000 shares of Charles Schwab worth $923K as of Q2 2026.
BigSur Wealth Management left its Charles Schwab share count unchanged in Q2 2026.
Charles Schwab made up 0.22% of BigSur Wealth Management's portfolio in Q2 2026, its #104 holding.
BigSur Wealth Management first reported a position in Charles Schwab in Q1 2024 and has held it in 10 quarters since.
BigSur Wealth Management's Charles Schwab position peaked at $999K in Q4 2025.
2,306 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.