CWM
SCHW

Consultiva Wealth Management’s Charles Schwab SCHW Stock Holding History

Consultiva 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
2026
Q1 		$11.4K Hold
121
– – 0.03% 199
2025
Q4 		$12.1K Hold
121
– – 0.03% 189
2025
Q3 		$11.6K Hold
121
– – 0.03% 194
2025
Q2 		$11K Hold
121
– – 0.03% 203
2025
Q1 		$9.47K Hold
121
– – 0.03% 216
2024
Q4 		$8.96K Buy
+121
New +$9.05K 0.04% 131

Other funds holding SCHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Consultiva Wealth Management's SCHW Position: Q1 2026 in Review

Consultiva Wealth Management held its Charles Schwab (SCHW) position steady in Q1 2026 at 121 shares worth $11.4K. The position accounts for 0.03% of the portfolio, ranked #199.

Consultiva Wealth Management first reported a position in SCHW in Q4 2024 and has held it in 6 quarters since. The position peaked at $12.1K in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Consultiva Wealth Management held 121 shares of Charles Schwab worth $11.4K as of Q1 2026.
  • Consultiva Wealth Management left its Charles Schwab share count unchanged in Q1 2026.
  • Charles Schwab made up 0.03% of Consultiva Wealth Management's portfolio in Q1 2026, its #199 holding.
  • Consultiva Wealth Management first reported a position in Charles Schwab in Q4 2024 and has held it in 6 quarters since.
  • Consultiva Wealth Management's Charles Schwab position peaked at $12.1K in Q4 2025.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Consultiva Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.