DRP
SCHW

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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Decker Retirement Planning's SCHW Position: Q2 2026 in Review

Decker Retirement Planning opened a new position in Charles Schwab (SCHW) in Q2 2026: 17 shares worth $1.57K. The stake represents ﹤0.01% of the portfolio and ranks #349 among its holdings. This is a return to the name: Decker Retirement Planning previously reported a position in SCHW as recently as Q2 2025.

Decker Retirement Planning first reported a position in SCHW in Q2 2025 and has held it in 2 quarters since. The position peaked at $17.3K in Q2 2025. 2,312 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Decker Retirement Planning held 17 shares of Charles Schwab worth $1.57K as of Q2 2026.
  • Charles Schwab was a new Decker Retirement Planning position in Q2 2026.
  • Charles Schwab made up ﹤0.01% of Decker Retirement Planning's portfolio in Q2 2026, its #349 holding.
  • Decker Retirement Planning first reported a position in Charles Schwab in Q2 2025 and has held it in 2 quarters since.
  • Decker Retirement Planning's Charles Schwab position peaked at $17.3K in Q2 2025.
  • 2,312 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Decker Retirement Planning's 13F filing for Q2 2026, filed 16 Jul 2026.