CCWP
SCHW

Cedar Cove Wealth Partners’s Charles Schwab SCHW Stock Holding History

Cedar Cove 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 		– Sell
-5,291
Closed -$497K – 100
2026
Q1 		$497K Sell
5,291
-181
-3% -$17.8K 0.26% 55
2025
Q4 		$547K Buy
+5,472
New +$519K 0.29% 51

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State Street
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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
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Cedar Cove Wealth Partners's SCHW Position: Q2 2026 in Review

Cedar Cove Wealth Partners sold out of Charles Schwab (SCHW) in Q2 2026, closing a stake of 5,291 shares — an estimated $497K sold.

Cedar Cove Wealth Partners first reported a position in SCHW in Q4 2025 and held it in 2 quarters. The position peaked at $547K in Q4 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Cedar Cove Wealth Partners reported no remaining Charles Schwab position as of Q2 2026 after selling out during the quarter.
  • Cedar Cove Wealth Partners sold 5,291 Charles Schwab shares in Q2 2026, an estimated $497K.
  • Cedar Cove Wealth Partners first reported a position in Charles Schwab in Q4 2025 and held it in 2 quarters.
  • Cedar Cove Wealth Partners's Charles Schwab position peaked at $547K in Q4 2025.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Cedar Cove Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.