CWP
SCHW

Clark Wealth Partners’s Charles Schwab SCHW Stock Holding History

Clark 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 		$50.9K Sell
552
-1
-0.2% -$91 0.03% 115
2026
Q1 		$52K Buy
553
+1
+0.2% +$98 0.03% 102
2025
Q4 		$55.1K Hold
552
– – 0.03% 100
2025
Q3 		$55.1K Buy
552
+3
+0.5% +$285 0.03% 100
2025
Q2 		$50.1K Buy
549
+7
+1% +$586 0.03% 85
2025
Q1 		$42.4K Buy
542
+2
+0.4% +$157 0.03% 98
2024
Q4 		$40K Buy
+540
New +$40.4K 0.03% 89

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
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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Clark Wealth Partners's SCHW Position: Q2 2026 in Review

Clark Wealth Partners reduced its Charles Schwab (SCHW) stake by 0.18% in Q2 2026, selling an estimated $91 and leaving 552 shares worth $50.9K. The position accounts for 0.03% of the portfolio, ranked #115.

Clark Wealth Partners first reported a position in SCHW in Q4 2024 and has held it in 7 quarters since. The position peaked at $55.1K in Q4 2025. 2,201 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Clark Wealth Partners held 552 shares of Charles Schwab worth $50.9K as of Q2 2026.
  • Clark Wealth Partners sold 1 Charles Schwab share in Q2 2026, an estimated $91.
  • Charles Schwab made up 0.03% of Clark Wealth Partners's portfolio in Q2 2026, its #115 holding.
  • Clark Wealth Partners first reported a position in Charles Schwab in Q4 2024 and has held it in 7 quarters since.
  • Clark Wealth Partners's Charles Schwab position peaked at $55.1K in Q4 2025.
  • 2,201 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.