Diversify Wealth Management’s Charles Schwab SCHW Stock Holding History

Diversify 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	$3.87M	Buy	37,110 +3,546	+11%	+$323K	0.06%	254
2026 Q1	$3.06M	Buy	33,564 +28,441	+555%	+$2.79M	0.05%	268
2025 Q4	$518K	Buy	5,123 +711	+16%	+$67.5K	0.02%	434
2025 Q3	$411K	Sell	4,412 -27	-0.6%	-$2.56K	0.02%	409
2025 Q2	$438K	Sell	4,439 -275	-6%	-$23K	0.03%	392
2025 Q1	$383K	Buy	+4,714	New	+$370K	0.03%	398
2024 Q3	–	Sell	-26,451	Closed	-$1.65M	–	494
2024 Q2	$1.65M	Buy	+26,451	New	+$1.95M	0.2%	113

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

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

Diversify Wealth Management increased its Charles Schwab (SCHW) stake by 11% in Q2 2026, buying an estimated $323K and bringing the position to 37,110 shares worth $3.87M. The position accounts for 0.06% of the portfolio, ranked #254.

Diversify Wealth Management first reported a position in SCHW in Q2 2024 and has held it in 7 quarters since. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Diversify Wealth Management held 37,110 shares of Charles Schwab worth $3.87M as of Q2 2026.
Diversify Wealth Management bought 3,546 Charles Schwab shares in Q2 2026, an estimated $323K.
Charles Schwab made up 0.06% of Diversify Wealth Management's portfolio in Q2 2026, its #254 holding.
Diversify Wealth Management first reported a position in Charles Schwab in Q2 2024 and has held it in 7 quarters since.
2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.