CWM
SCHW

Congress Wealth Management’s Charles Schwab SCHW Stock Holding History

Congress Wealth Management’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
Q2 		$4.55M Buy
49,823
+29,466
+145% +$2.47M 0.04% 406
2025
Q1 		$1.6M Buy
20,357
+17,377
+583% +$1.36M 0.02% 539
2024
Q4 		$221K Buy
+2,980
New +$223K ﹤0.01% 834
2022
Q2 		– Sell
-131,503
Closed -$11.1M – 610
2022
Q1 		$11.1M Buy
131,503
+88
+0.1% +$7.74K 0.24% 111
2021
Q4 		$11.1M Buy
+131,415
New +$10.6M 0.22% 131

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
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

Congress Wealth Management's SCHW Position: Q2 2025 in Review

Congress Wealth Management increased its Charles Schwab (SCHW) stake by 145% in Q2 2025, buying an estimated $2.47M and bringing the position to 49,823 shares worth $4.55M. The position accounts for 0.04% of the portfolio, ranked #406.

Congress Wealth Management first reported a position in SCHW in Q4 2021 and has held it in 5 quarters since. The position peaked at $11.1M in Q1 2022. 2,144 funds tracked by Wall St. Rank hold SCHW as of Q2 2025.

  • Congress Wealth Management held 49,823 shares of Charles Schwab worth $4.55M as of Q2 2025.
  • Congress Wealth Management bought 29,466 Charles Schwab shares in Q2 2025, an estimated $2.47M.
  • Charles Schwab made up 0.04% of Congress Wealth Management's portfolio in Q2 2025, its #406 holding.
  • Congress Wealth Management first reported a position in Charles Schwab in Q4 2021 and has held it in 5 quarters since.
  • Congress Wealth Management's Charles Schwab position peaked at $11.1M in Q1 2022.
  • 2,144 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.