Curated Wealth Partners’s Charles Schwab SCHW Stock Holding History

Curated 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	$288K	Buy	3,120 +790	+34%	+$72K	0.03%	180
2026 Q1	$219K	Buy	+2,330	New	+$229K	0.03%	202
2024 Q3	–	Sell	-3,647	Closed	-$269K	–	138
2024 Q2	$269K	Buy	+3,647	New	+$269K	0.04%	115
2024 Q1	–	Sell	-4,643	Closed	-$306K	–	243
2023 Q4	$319K	Sell	4,643 -2,611	-36%	-$151K	0.05%	111
2023 Q3	$398K	Buy	7,254 +2,408	+50%	+$146K	0.07%	87
2023 Q2	$275K	Sell	4,846 -125	-3%	-$6.55K	0.05%	106
2023 Q1	$260K	Buy	+4,971	New	+$364K	0.06%	108
2022 Q4	–	Sell	-3,115	Closed	-$223K	–	136
2022 Q3	$223K	Buy	+3,115	New	+$216K	0.07%	112
2021 Q4	–	Sell	-5,257	Closed	-$383K	–	151
2021 Q3	$383K	Sell	5,257 -398	-7%	-$28.4K	0.21%	92
2021 Q2	$412K	Buy	5,655 +836	+17%	+$59.2K	0.22%	85
2021 Q1	$314K	Sell	4,819 -1,613	-25%	-$97.8K	0.19%	103
2020 Q4	$341K	Buy	+6,432	New	+$291K	0.22%	90

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Curated Wealth Partners increased its Charles Schwab (SCHW) stake by 34% in Q2 2026, buying an estimated $72K and bringing the position to 3,120 shares worth $288K. The position accounts for 0.03% of the portfolio, ranked #180.

Curated Wealth Partners first reported a position in SCHW in Q4 2020 and has held it in 12 quarters since. The position peaked at $412K in Q2 2021. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Curated Wealth Partners held 3,120 shares of Charles Schwab worth $288K as of Q2 2026.
Curated Wealth Partners bought 790 Charles Schwab shares in Q2 2026, an estimated $72K.
Charles Schwab made up 0.03% of Curated Wealth Partners's portfolio in Q2 2026, its #180 holding.
Curated Wealth Partners first reported a position in Charles Schwab in Q4 2020 and has held it in 12 quarters since.
Curated Wealth Partners's Charles Schwab position peaked at $412K in Q2 2021.
2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

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