CWP
SCHW

Cyndeo Wealth Partners’s Charles Schwab SCHW Stock Holding History

Cyndeo 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
2025
Q3 		– Sell
-4,252
Closed -$388K – 497
2025
Q2 		$388K Buy
4,252
+489
+13% +$40.9K 0.02% 339
2025
Q1 		$295K Buy
3,763
+166
+5% +$13K 0.02% 367
2024
Q4 		$266K Hold
3,597
– – 0.02% 383
2024
Q3 		$233K Buy
3,597
+342
+11% +$22.5K 0.02% 415
2024
Q2 		$240K Buy
+3,255
New +$240K 0.02% 364

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cyndeo Wealth Partners's SCHW Position: Q3 2025 in Review

Cyndeo Wealth Partners sold out of Charles Schwab (SCHW) in Q3 2025, closing a stake of 4,252 shares — an estimated $388K sold.

Cyndeo Wealth Partners first reported a position in SCHW in Q2 2024 and held it in 5 quarters. The position peaked at $388K in Q2 2025. 2,174 funds tracked by Wall St. Rank hold SCHW as of Q3 2025.

  • Cyndeo Wealth Partners reported no remaining Charles Schwab position as of Q3 2025 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 4,252 Charles Schwab shares in Q3 2025, an estimated $388K.
  • Cyndeo Wealth Partners first reported a position in Charles Schwab in Q2 2024 and held it in 5 quarters.
  • Cyndeo Wealth Partners's Charles Schwab position peaked at $388K in Q2 2025.
  • 2,174 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2025.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2025, filed 10 Oct 2025.