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 Q2	$96K	Buy	1,040 +1	+0.1%	+$91	0.03%	184
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 $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

Darwin Wealth Management's SCHW Position: Q2 2026 in Review

Darwin Wealth Management increased its Charles Schwab (SCHW) stake by 0.1% in Q2 2026, buying an estimated $91 and bringing the position to 1,040 shares worth $96K. The position accounts for 0.03% of the portfolio, ranked #184.

Darwin Wealth Management first reported a position in SCHW in Q1 2020 and has held it in 8 quarters since. The position peaked at $104K in Q4 2025. 2,311 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Darwin Wealth Management held 1,040 shares of Charles Schwab worth $96K as of Q2 2026.
Darwin Wealth Management bought 1 Charles Schwab share in Q2 2026, an estimated $91.
Charles Schwab made up 0.03% of Darwin Wealth Management's portfolio in Q2 2026, its #184 holding.
Darwin Wealth Management first reported a position in Charles Schwab in Q1 2020 and has held it in 8 quarters since.
Darwin Wealth Management's Charles Schwab position peaked at $104K in Q4 2025.
2,311 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.