DecisionPoint Financial’s Charles Schwab SCHW Stock Holding History

DecisionPoint Financial’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	$2.7K	Buy	28 +11	+65%	+$1K	﹤0.01%	289
2026 Q1	$1.62K	Hold	17	–	–	﹤0.01%	291
2025 Q4	$1.72K	Hold	17	–	–	﹤0.01%	348
2025 Q3	$1.59K	Hold	17	–	–	﹤0.01%	262
2025 Q2	$1.57K	Buy	+17	New	+$1.42K	﹤0.01%	254
2025 Q1	–	Sell	-28	Closed	-$2.2K	–	253
2024 Q4	$2.09K	Hold	28	–	–	﹤0.01%	221
2024 Q3	$1.82K	Hold	28	–	–	﹤0.01%	215
2024 Q2	$1.83K	Hold	28	–	–	﹤0.01%	213
2024 Q1	$2.1K	Hold	28	–	–	﹤0.01%	230
2023 Q4	$1.93K	Buy	+28	New	+$1.62K	﹤0.01%	183
2023 Q2	–	Sell	-85	Closed	-$4.45K	–	210
2023 Q1	$4.45K	Buy	+85	New	+$6.22K	﹤0.01%	142

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

DecisionPoint Financial's SCHW Position: Q2 2026 in Review

DecisionPoint Financial increased its Charles Schwab (SCHW) stake by 65% in Q2 2026, buying an estimated $1K and bringing the position to 28 shares worth $2.7K. The position accounts for ﹤0.01% of the portfolio, ranked #289.

DecisionPoint Financial first reported a position in SCHW in Q1 2023 and has held it in 11 quarters since. The position peaked at $4.45K in Q1 2023. 2,312 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

DecisionPoint Financial held 28 shares of Charles Schwab worth $2.7K as of Q2 2026.
DecisionPoint Financial bought 11 Charles Schwab shares in Q2 2026, an estimated $1K.
Charles Schwab made up ﹤0.01% of DecisionPoint Financial's portfolio in Q2 2026, its #289 holding.
DecisionPoint Financial first reported a position in Charles Schwab in Q1 2023 and has held it in 11 quarters since.
DecisionPoint Financial's Charles Schwab position peaked at $4.45K in Q1 2023.
2,312 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.