CWM
SCHW

Crowley Wealth Management’s Charles Schwab SCHW Stock Holding History

Crowley 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 		– Sell
-18
Closed -$1.41K – 411
2025
Q1 		$1.41K Hold
18
– – ﹤0.01% 379
2024
Q4 		$1.33K Buy
+18
New +$1.35K ﹤0.01% 393

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Crowley Wealth Management sold out of Charles Schwab (SCHW) in Q2 2025, closing a stake of 18 shares — an estimated $1.41K sold.

Crowley Wealth Management first reported a position in SCHW in Q4 2024 and held it in 2 quarters. The position peaked at $1.41K in Q1 2025. 2,139 funds tracked by Wall St. Rank hold SCHW as of Q2 2025.

  • Crowley Wealth Management reported no remaining Charles Schwab position as of Q2 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 18 Charles Schwab shares in Q2 2025, an estimated $1.41K.
  • Crowley Wealth Management first reported a position in Charles Schwab in Q4 2024 and held it in 2 quarters.
  • Crowley Wealth Management's Charles Schwab position peaked at $1.41K in Q1 2025.
  • 2,139 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2025.

Based on Crowley Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.