CWMK
SCHW

Caliber Wealth Management (Kansas)’s Charles Schwab SCHW Stock Holding History

Caliber Wealth Management (Kansas)’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
2025
Q3 		– Sell
-2,893
Closed -$264K – 287
2025
Q2 		$264K Buy
2,893
+47
+2% +$3.94K 0.03% 243
2025
Q1 		$223K Buy
+2,846
New +$223K 0.03% 228

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s SCHW Position: Q3 2025 in Review

Caliber Wealth Management (Kansas) sold out of Charles Schwab (SCHW) in Q3 2025, closing a stake of 2,893 shares — an estimated $264K sold.

Caliber Wealth Management (Kansas) first reported a position in SCHW in Q1 2025 and held it in 2 quarters. The position peaked at $264K in Q2 2025. 2,174 funds tracked by Wall St. Rank hold SCHW as of Q3 2025.

  • Caliber Wealth Management (Kansas) reported no remaining Charles Schwab position as of Q3 2025 after selling out during the quarter.
  • Caliber Wealth Management (Kansas) sold 2,893 Charles Schwab shares in Q3 2025, an estimated $264K.
  • Caliber Wealth Management (Kansas) first reported a position in Charles Schwab in Q1 2025 and held it in 2 quarters.
  • Caliber Wealth Management (Kansas)'s Charles Schwab position peaked at $264K in Q2 2025.
  • 2,174 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2025.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q3 2025, filed 5 Nov 2025.