BWP
SCHW

BSW Wealth Partners’s Charles Schwab SCHW Stock Holding History

BSW Wealth Partners’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 		$503K Buy
5,451
+1,574
+41% +$144K 0.06% 185
2026
Q1 		$364K Sell
3,877
-2,568
-40% -$252K 0.04% 217
2025
Q4 		$644K Buy
6,445
+187
+3% +$17.7K 0.08% 153
2025
Q3 		$597K Buy
6,258
+833
+15% +$79.1K 0.07% 153
2025
Q2 		$495K Buy
5,425
+240
+5% +$20.1K 0.07% 165
2025
Q1 		$406K Sell
5,185
-1,216
-19% -$95.4K 0.06% 190
2024
Q4 		$474K Buy
6,401
+554
+9% +$41.5K 0.07% 170
2024
Q3 		$379K Buy
5,847
+1,344
+30% +$88.3K 0.06% 195
2024
Q2 		$332K Sell
4,503
-6
-0.1% -$443 0.05% 192
2024
Q1 		$326K Sell
4,509
-204
-4% -$13.4K 0.06% 209
2023
Q4 		$324K Buy
4,713
+463
+11% +$26.7K 0.06% 191
2023
Q3 		$233K Sell
4,250
-797
-16% -$48.2K 0.05% 213
2023
Q2 		$286K Buy
5,047
+195
+4% +$10.2K 0.06% 194
2023
Q1 		$254K Sell
4,852
-1,525
-24% -$112K 0.05% 250
2022
Q4 		$531K Sell
6,377
-293
-4% -$22.7K 0.11% 128
2022
Q3 		$479K Sell
6,670
-162
-2% -$11.2K 0.12% 120
2022
Q2 		$432K Buy
6,832
+289
+4% +$19.9K 0.1% 136
2022
Q1 		$552K Buy
6,543
+202
+3% +$17.8K 0.14% 111
2021
Q4 		$533K Buy
6,341
+241
+4% +$19.5K 0.13% 113
2021
Q3 		$444K Buy
6,100
+926
+18% +$66.1K 0.12% 115
2021
Q2 		$377K Buy
5,174
+930
+22% +$65.8K 0.1% 135
2021
Q1 		$277K Buy
+4,244
New +$257K 0.08% 153

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

BSW Wealth Partners's SCHW Position: Q2 2026 in Review

BSW Wealth Partners increased its Charles Schwab (SCHW) stake by 41% in Q2 2026, buying an estimated $144K and bringing the position to 5,451 shares worth $503K. The position accounts for 0.06% of the portfolio, ranked #185.

BSW Wealth Partners first reported a position in SCHW in Q1 2021 and has held it in 22 quarters since. The position peaked at $644K in Q4 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • BSW Wealth Partners held 5,451 shares of Charles Schwab worth $503K as of Q2 2026.
  • BSW Wealth Partners bought 1,574 Charles Schwab shares in Q2 2026, an estimated $144K.
  • Charles Schwab made up 0.06% of BSW Wealth Partners's portfolio in Q2 2026, its #185 holding.
  • BSW Wealth Partners first reported a position in Charles Schwab in Q1 2021 and has held it in 22 quarters since.
  • BSW Wealth Partners's Charles Schwab position peaked at $644K in Q4 2025.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.