BIP Wealth’s Charles Schwab SCHW Stock Holding History

BIP 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	$1.25M	Buy	13,309 +609	+5%	+$59.7K	0.05%	172
2025 Q4	$1.27M	Buy	12,700 +95	+0.8%	+$9.01K	0.04%	186
2025 Q3	$1.2M	Buy	12,605 +472	+4%	+$44.8K	0.06%	110
2025 Q2	$1.11M	Sell	12,133 -4,556	-27%	-$381K	0.07%	92
2025 Q1	$1.31M	Sell	16,689 -1,569	-9%	-$123K	0.09%	85
2024 Q4	$1.35M	Buy	18,258 +197	+1%	+$14.7K	0.09%	85
2024 Q3	$1.17M	Hold	18,061	–	–	0.08%	84
2024 Q2	$1.33M	Hold	18,061	–	–	0.11%	68
2024 Q1	$1.31M	Hold	18,061	–	–	0.1%	72
2023 Q4	$1.24M	Hold	18,061	–	–	0.1%	74
2023 Q3	$992K	Hold	18,061	–	–	0.09%	78
2023 Q2	$1.02M	Sell	18,061 -14	-0.1%	-$733	0.08%	77
2023 Q1	$947K	Buy	+18,075	New	+$1.32M	0.1%	82

Other funds holding SCHW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

BIP Wealth's SCHW Position: Q1 2026 in Review

BIP Wealth increased its Charles Schwab (SCHW) stake by 4.8% in Q1 2026, buying an estimated $59.7K and bringing the position to 13,309 shares worth $1.25M. The position accounts for 0.05% of the portfolio, ranked #172.

BIP Wealth first reported a position in SCHW in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.35M in Q4 2024. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

BIP Wealth held 13,309 shares of Charles Schwab worth $1.25M as of Q1 2026.
BIP Wealth bought 609 Charles Schwab shares in Q1 2026, an estimated $59.7K.
Charles Schwab made up 0.05% of BIP Wealth's portfolio in Q1 2026, its #172 holding.
BIP Wealth first reported a position in Charles Schwab in Q1 2023 and has held it in 13 quarters since.
BIP Wealth's Charles Schwab position peaked at $1.35M in Q4 2024.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.