CFFP
SCHW

Center for Financial Planning’s Charles Schwab SCHW Stock Holding History

Center for Financial Planning’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 		$94.1K Hold
1,020
– – 0.01% 249
2026
Q1 		$95.9K Sell
1,020
-20
-2% -$1.96K 0.01% 236
2025
Q4 		$104K Hold
1,040
– – 0.01% 224
2025
Q3 		$99.3K Buy
1,040
+270
+35% +$25.6K 0.01% 230
2025
Q2 		$70.3K Buy
770
+750
+3,750% +$62.8K 0.01% 257
2025
Q1 		$1.57K Hold
20
– – ﹤0.01% 605
2024
Q4 		$1.48K Sell
20
-98
-83% -$7.33K ﹤0.01% 568
2024
Q3 		$7.65K Hold
118
– – ﹤0.01% 426
2024
Q2 		$8.7K Hold
118
– – ﹤0.01% 408
2024
Q1 		$8.54K Hold
118
– – ﹤0.01% 422
2023
Q4 		$8.12K Hold
118
– – ﹤0.01% 393
2023
Q3 		$6.48K Hold
118
– – ﹤0.01% 399
2023
Q2 		$6.69K Buy
+118
New +$6.18K ﹤0.01% 422
2022
Q3 		– Sell
-17
Closed -$1K – 682
2022
Q2 		$1K Hold
17
– – ﹤0.01% 513
2022
Q1 		$1K Hold
17
– – ﹤0.01% 522
2021
Q4 		$1K Buy
+17
New +$1.38K ﹤0.01% 525
2021
Q2 		– Sell
-81
Closed -$5K – 536
2021
Q1 		$5K Hold
81
– – ﹤0.01% 449
2020
Q4 		$4K Buy
+81
New +$3.67K ﹤0.01% 409

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

Center for Financial Planning's SCHW Position: Q2 2026 in Review

Center for Financial Planning held its Charles Schwab (SCHW) position steady in Q2 2026 at 1,020 shares worth $94.1K. The position accounts for 0.01% of the portfolio, ranked #249.

Center for Financial Planning first reported a position in SCHW in Q4 2020 and has held it in 18 quarters since. The position peaked at $104K in Q4 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Center for Financial Planning held 1,020 shares of Charles Schwab worth $94.1K as of Q2 2026.
  • Center for Financial Planning left its Charles Schwab share count unchanged in Q2 2026.
  • Charles Schwab made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #249 holding.
  • Center for Financial Planning first reported a position in Charles Schwab in Q4 2020 and has held it in 18 quarters since.
  • Center for Financial Planning's Charles Schwab position peaked at $104K in Q4 2025.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.