BWS
SCHW

Broadway Wealth Solutions’s Charles Schwab SCHW Stock Holding History

Broadway Wealth Solutions’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 		$371K Buy
4,025
+165
+4% +$15K 0.17% 48
2026
Q1 		$363K Buy
3,860
+32
+0.8% +$3.14K 0.19% 49
2025
Q4 		$382K Buy
3,828
+163
+4% +$15.5K 0.2% 42
2025
Q3 		$350K Buy
3,665
+120
+3% +$11.4K 0.2% 48
2025
Q2 		$323K Sell
3,545
-314
-8% -$26.3K 0.2% 52
2025
Q1 		$302K Sell
3,859
-218
-5% -$17.1K 0.22% 51
2024
Q4 		$302K Buy
+4,077
New +$305K 0.23% 58

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

Broadway Wealth Solutions's SCHW Position: Q2 2026 in Review

Broadway Wealth Solutions increased its Charles Schwab (SCHW) stake by 4.3% in Q2 2026, buying an estimated $15K and bringing the position to 4,025 shares worth $371K. The position accounts for 0.17% of the portfolio, ranked #48.

Broadway Wealth Solutions first reported a position in SCHW in Q4 2024 and has held it in 7 quarters since. The position peaked at $382K in Q4 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Broadway Wealth Solutions held 4,025 shares of Charles Schwab worth $371K as of Q2 2026.
  • Broadway Wealth Solutions bought 165 Charles Schwab shares in Q2 2026, an estimated $15K.
  • Charles Schwab made up 0.17% of Broadway Wealth Solutions's portfolio in Q2 2026, its #48 holding.
  • Broadway Wealth Solutions first reported a position in Charles Schwab in Q4 2024 and has held it in 7 quarters since.
  • Broadway Wealth Solutions's Charles Schwab position peaked at $382K in Q4 2025.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Broadway Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.