Darwin Wealth Management’s Charles Schwab SCHW Stock Holding History

Darwin 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
2026 Q1	$97.7K	Hold	1,039	–	–	0.03%	179
2025 Q4	$104K	Hold	1,039	–	–	0.03%	174
2025 Q3	$99.2K	Hold	1,039	–	–	0.03%	177
2025 Q2	$94.8K	Hold	1,039	–	–	0.03%	170
2025 Q1	$76.9K	Hold	1,039	–	–	0.03%	195
2024 Q4	$76.9K	Buy	+1,039	New	+$77.7K	0.03%	195
2020 Q2	–	Sell	-427	Closed	-$13K	–	650
2020 Q1	$13K	Buy	+427	New	+$17.9K	﹤0.01%	430

Other funds holding SCHW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Darwin Wealth Management's SCHW Position: Q1 2026 in Review

Darwin Wealth Management held its Charles Schwab (SCHW) position steady in Q1 2026 at 1,039 shares worth $97.7K. The position accounts for 0.03% of the portfolio, ranked #179.

Darwin Wealth Management first reported a position in SCHW in Q1 2020 and has held it in 7 quarters since. The position peaked at $104K in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Darwin Wealth Management held 1,039 shares of Charles Schwab worth $97.7K as of Q1 2026.
Darwin Wealth Management left its Charles Schwab share count unchanged in Q1 2026.
Charles Schwab made up 0.03% of Darwin Wealth Management's portfolio in Q1 2026, its #179 holding.
Darwin Wealth Management first reported a position in Charles Schwab in Q1 2020 and has held it in 7 quarters since.
Darwin Wealth Management's Charles Schwab position peaked at $104K in Q4 2025.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Darwin Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.