DiNuzzo Private Wealth’s Charles Schwab SCHW Stock Holding History

DiNuzzo Private Wealth’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	$7.66K	Hold	83	–	–	﹤0.01%	325
2026 Q1	$7.8K	Hold	83	–	–	﹤0.01%	309
2025 Q4	$8.29K	Buy	83 +5	+6%	+$474	﹤0.01%	300
2025 Q3	$7.48K	Hold	78	–	–	﹤0.01%	307
2025 Q2	$7.12K	Hold	78	–	–	﹤0.01%	309
2025 Q1	$6.11K	Buy	78 +2	+3%	+$157	﹤0.01%	323
2024 Q4	$5.63K	Hold	76	–	–	﹤0.01%	330
2024 Q3	$4.93K	Sell	76 -1	-1%	-$66	﹤0.01%	362
2024 Q2	$5.67K	Buy	77 +13	+20%	+$960	﹤0.01%	269
2024 Q1	$4.63K	Hold	64	–	–	﹤0.01%	267
2023 Q4	$4.4K	Buy	+64	New	+$3.7K	﹤0.01%	256

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

DiNuzzo Private Wealth's SCHW Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Charles Schwab (SCHW) position steady in Q2 2026 at 83 shares worth $7.66K. The position accounts for ﹤0.01% of the portfolio, ranked #325.

DiNuzzo Private Wealth first reported a position in SCHW in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.29K in Q4 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

DiNuzzo Private Wealth held 83 shares of Charles Schwab worth $7.66K as of Q2 2026.
DiNuzzo Private Wealth left its Charles Schwab share count unchanged in Q2 2026.
Charles Schwab made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #325 holding.
DiNuzzo Private Wealth first reported a position in Charles Schwab in Q4 2023 and has held it in 11 quarters since.
DiNuzzo Private Wealth's Charles Schwab position peaked at $8.29K in Q4 2025.
2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.