BWM
SCHW

BlackDiamond Wealth Management’s Charles Schwab SCHW Stock Holding History

BlackDiamond 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 		$491K Buy
4,551
+1,129
+33% +$103K 0.2% 112
2026
Q1 		$322K Sell
3,422
-1
-0% -$98 0.15% 130
2025
Q4 		$367K Buy
3,423
+135
+4% +$12.8K 0.18% 116
2025
Q3 		$314K Buy
3,288
+20
+0.6% +$1.9K 0.17% 115
2025
Q2 		$298K Buy
3,268
+458
+16% +$38.4K 0.17% 116
2025
Q1 		$237K Sell
2,810
-1,098
-28% -$86.2K 0.16% 128
2024
Q4 		$289K Sell
3,908
-2
-0.1% -$150 0.17% 118
2024
Q3 		$306K Buy
3,910
+24
+0.6% +$1.58K 0.18% 120
2024
Q2 		$244K Buy
3,886
+195
+5% +$14.4K 0.16% 123
2024
Q1 		$267K Sell
3,691
-509
-12% -$33.5K 0.19% 120
2023
Q4 		$262K Sell
4,200
-154
-4% -$8.89K 0.19% 115
2023
Q3 		$221K Sell
4,354
-48
-1% -$2.9K 0.2% 115
2023
Q2 		$288K Buy
+4,402
New +$231K 0.24% 97

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

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

BlackDiamond Wealth Management increased its Charles Schwab (SCHW) stake by 33% in Q2 2026, buying an estimated $103K and bringing the position to 4,551 shares worth $491K. The position accounts for 0.2% of the portfolio, ranked #112.

BlackDiamond Wealth Management first reported a position in SCHW in Q2 2023 and has held it in 13 quarters since. 2,314 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • BlackDiamond Wealth Management held 4,551 shares of Charles Schwab worth $491K as of Q2 2026.
  • BlackDiamond Wealth Management bought 1,129 Charles Schwab shares in Q2 2026, an estimated $103K.
  • Charles Schwab made up 0.2% of BlackDiamond Wealth Management's portfolio in Q2 2026, its #112 holding.
  • BlackDiamond Wealth Management first reported a position in Charles Schwab in Q2 2023 and has held it in 13 quarters since.
  • 2,314 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.