Burton Enright Welch’s Charles Schwab SCHW Stock Holding History

Burton Enright Welch’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	–	Sell	-2,140	Closed	-$214K	–	139
2025 Q4	$214K	Sell	2,140 -995	-32%	-$94.4K	0.03%	123
2025 Q3	$299K	Buy	3,135 +68	+2%	+$6.45K	0.05%	110
2025 Q2	$280K	Buy	+3,067	New	+$257K	0.05%	106
2023 Q1	–	Sell	-9,188	Closed	-$765K	–	67
2022 Q4	$765K	Buy	9,188 +251	+3%	+$19.5K	0.32%	30
2022 Q3	$642K	Sell	8,937 -1,924	-18%	-$134K	0.32%	32
2022 Q2	$686K	Sell	10,861 -823	-7%	-$56.8K	0.41%	28
2022 Q1	$985K	Buy	+11,684	New	+$1.03M	0.54%	25

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Burton Enright Welch's SCHW Position: Q1 2026 in Review

Burton Enright Welch sold out of Charles Schwab (SCHW) in Q1 2026, closing a stake of 2,140 shares — an estimated $214K sold.

Burton Enright Welch first reported a position in SCHW in Q1 2022 and held it in 7 quarters. The position peaked at $985K in Q1 2022. 2,341 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Burton Enright Welch reported no remaining Charles Schwab position as of Q1 2026 after selling out during the quarter.
Burton Enright Welch sold 2,140 Charles Schwab shares in Q1 2026, an estimated $214K.
Burton Enright Welch first reported a position in Charles Schwab in Q1 2022 and held it in 7 quarters.
Burton Enright Welch's Charles Schwab position peaked at $985K in Q1 2022.
2,341 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Burton Enright Welch's 13F filing for Q1 2026, filed 4 May 2026.