BWM
SCHW

Bullock Wealth Management’s Charles Schwab SCHW Stock Holding History

Bullock Wealth Management’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 		$38K Buy
+397
New +$36.2K 0.02% 306

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

Bullock Wealth Management's SCHW Position: Q2 2026 in Review

Bullock Wealth Management opened a new position in Charles Schwab (SCHW) in Q2 2026: 397 shares worth $38K. The stake represents 0.02% of the portfolio and ranks #306 among its holdings.

2,295 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Bullock Wealth Management held 397 shares of Charles Schwab worth $38K as of Q2 2026.
  • Charles Schwab was a new Bullock Wealth Management position in Q2 2026.
  • Charles Schwab made up 0.02% of Bullock Wealth Management's portfolio in Q2 2026, its #306 holding.
  • 2,295 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.