BWS
SCHW

Buck Wealth Strategies’s Charles Schwab SCHW Stock Holding History

Buck Wealth Strategies’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 		$77K Buy
+835
New +$76.1K 0.01% 294
2023
Q4 		– Sell
-573
Closed -$31.5K – 289
2023
Q3 		$31.5K Buy
573
+2
+0.4% +$121 0.01% 143
2023
Q2 		$32.4K Buy
571
+3
+0.5% +$157 0.01% 96
2023
Q1 		$29.8K Buy
+568
New +$41.6K 0.01% 72

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 $3.38T AUM 44.17% 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

Buck Wealth Strategies's SCHW Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Charles Schwab (SCHW) in Q2 2026: 835 shares worth $77K. The stake represents 0.01% of the portfolio and ranks #294 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in SCHW as recently as Q3 2023.

Buck Wealth Strategies first reported a position in SCHW in Q1 2023 and has held it in 4 quarters since. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Buck Wealth Strategies held 835 shares of Charles Schwab worth $77K as of Q2 2026.
  • Charles Schwab was a new Buck Wealth Strategies position in Q2 2026.
  • Charles Schwab made up 0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #294 holding.
  • Buck Wealth Strategies first reported a position in Charles Schwab in Q1 2023 and has held it in 4 quarters since.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.