CWP
SCHW

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
2024
Q2 		– Sell
-4,643
Closed -$336K – 240
2024
Q1 		$336K Buy
+4,643
New +$306K 0.05% 109

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 $3.38T AUM 44.17% 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

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. 2,319 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.
  • 2,319 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.