CWM
SCHW

Cranbrook Wealth Management’s Charles Schwab SCHW Stock Holding History

Cranbrook 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
Q2 		$113K Sell
1,220
-315
-21% -$28.7K 0.02% 154
2026
Q1 		$144K Hold
1,535
– – 0.03% 139
2025
Q4 		$153K Buy
1,535
+1,155
+304% +$110K 0.03% 136
2025
Q3 		$36.3K Hold
380
– – 0.01% 221
2025
Q2 		$34.7K Sell
380
-71
-16% -$5.95K 0.01% 213
2025
Q1 		$35.3K Sell
451
-1,289
-74% -$101K 0.01% 204
2024
Q4 		$129K Buy
1,740
+380
+28% +$28.4K 0.03% 132
2024
Q3 		$88.1K Sell
1,360
-1,870
-58% -$123K 0.02% 158
2024
Q2 		$238K Buy
+3,230
New +$239K 0.06% 102

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

Cranbrook Wealth Management's SCHW Position: Q2 2026 in Review

Cranbrook Wealth Management reduced its Charles Schwab (SCHW) stake by 21% in Q2 2026, selling an estimated $28.7K and leaving 1,220 shares worth $113K. The position accounts for 0.02% of the portfolio, ranked #154.

Cranbrook Wealth Management first reported a position in SCHW in Q2 2024 and has held it in 9 quarters since. The position peaked at $238K in Q2 2024. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Cranbrook Wealth Management held 1,220 shares of Charles Schwab worth $113K as of Q2 2026.
  • Cranbrook Wealth Management sold 315 Charles Schwab shares in Q2 2026, an estimated $28.7K.
  • Charles Schwab made up 0.02% of Cranbrook Wealth Management's portfolio in Q2 2026, its #154 holding.
  • Cranbrook Wealth Management first reported a position in Charles Schwab in Q2 2024 and has held it in 9 quarters since.
  • Cranbrook Wealth Management's Charles Schwab position peaked at $238K in Q2 2024.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Cranbrook Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.