BPW
SCHW

BlueDoor Private Wealth’s Charles Schwab SCHW Stock Holding History

BlueDoor 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 		$790K Buy
8,567
+46
+0.5% +$4.2K 0.33% 77
2026
Q1 		$801K Hold
8,521
– – 0.37% 68
2025
Q4 		$851K Buy
+8,521
New +$808K 0.39% 62

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

BlueDoor Private Wealth's SCHW Position: Q2 2026 in Review

BlueDoor Private Wealth increased its Charles Schwab (SCHW) stake by 0.54% in Q2 2026, buying an estimated $4.2K and bringing the position to 8,567 shares worth $790K. The position accounts for 0.33% of the portfolio, ranked #77.

BlueDoor Private Wealth first reported a position in SCHW in Q4 2025 and has held it in 3 quarters since. The position peaked at $851K in Q4 2025. 2,307 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • BlueDoor Private Wealth held 8,567 shares of Charles Schwab worth $790K as of Q2 2026.
  • BlueDoor Private Wealth bought 46 Charles Schwab shares in Q2 2026, an estimated $4.2K.
  • Charles Schwab made up 0.33% of BlueDoor Private Wealth's portfolio in Q2 2026, its #77 holding.
  • BlueDoor Private Wealth first reported a position in Charles Schwab in Q4 2025 and has held it in 3 quarters since.
  • BlueDoor Private Wealth's Charles Schwab position peaked at $851K in Q4 2025.
  • 2,307 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on BlueDoor Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.