Decker Retirement Planning
SCHW icon

Decker Retirement Planning’s Charles Schwab SCHW Stock Holding History

Decker Retirement Planning’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
Q3 		– Sell
-17
Closed -$1.57K – 464
2026
Q2 		$1.57K Buy
+17
New +$1.55K ﹤0.01% 349
2025
Q3 		– Sell
-190
Closed -$17.3K – 300
2025
Q2 		$17.3K Buy
+190
New +$15.9K 0.01% 124

Other funds holding SCHW

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Yacktman Asset Management
Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return

Decker Retirement Planning's SCHW Position: Q3 2026 in Review

Decker Retirement Planning sold out of Charles Schwab (SCHW) in Q3 2026, closing a stake of 17 shares — an estimated $1.57K sold.

Decker Retirement Planning first reported a position in SCHW in Q2 2025 and held it in 2 quarters. The position peaked at $17.3K in Q2 2025. 1,363 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

  • Decker Retirement Planning reported no remaining Charles Schwab position as of Q3 2026 after selling out during the quarter.
  • Decker Retirement Planning sold 17 Charles Schwab shares in Q3 2026, an estimated $1.57K.
  • Decker Retirement Planning first reported a position in Charles Schwab in Q2 2025 and held it in 2 quarters.
  • Decker Retirement Planning's Charles Schwab position peaked at $17.3K in Q2 2025.
  • 1,363 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on Decker Retirement Planning's 13F filing for Q3 2026, filed 19 Oct 2026.