BLFG
SCHW

Brian Low Financial Group’s Charles Schwab SCHW Stock Holding History

Brian Low Financial Group’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 		$295K Buy
3,137
+988
+46% +$96.9K 0.2% 85
2025
Q4 		$215K Buy
+2,149
New +$204K 0.15% 109

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

Brian Low Financial Group's SCHW Position: Q1 2026 in Review

Brian Low Financial Group increased its Charles Schwab (SCHW) stake by 46% in Q1 2026, buying an estimated $96.9K and bringing the position to 3,137 shares worth $295K. The position accounts for 0.2% of the portfolio, ranked #85.

Brian Low Financial Group first reported a position in SCHW in Q4 2025 and has held it in 2 quarters since. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Brian Low Financial Group held 3,137 shares of Charles Schwab worth $295K as of Q1 2026.
  • Brian Low Financial Group bought 988 Charles Schwab shares in Q1 2026, an estimated $96.9K.
  • Charles Schwab made up 0.2% of Brian Low Financial Group's portfolio in Q1 2026, its #85 holding.
  • Brian Low Financial Group first reported a position in Charles Schwab in Q4 2025 and has held it in 2 quarters since.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Brian Low Financial Group's 13F filing for Q1 2026, filed 20 Apr 2026.