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

PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Curated Wealth Partners increased its Charles Schwab (SCHW) stake by 23,994% in Q2 2026, buying an estimated $51M and bringing the position to 561,401 shares worth $1.73M. The position accounts for 0.22% of the portfolio, ranked #85.

Curated Wealth Partners first reported a position in SCHW in Q4 2020 and has held it in 12 quarters since. 861 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Curated Wealth Partners held 561,401 shares of Charles Schwab worth $1.73M as of Q2 2026.
  • Curated Wealth Partners bought 559,071 Charles Schwab shares in Q2 2026, an estimated $51M.
  • Charles Schwab made up 0.22% of Curated Wealth Partners's portfolio in Q2 2026, its #85 holding.
  • Curated Wealth Partners first reported a position in Charles Schwab in Q4 2020 and has held it in 12 quarters since.
  • 861 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.