DWM
SCHW

Drive Wealth Management’s Charles Schwab SCHW Stock Holding History

Drive 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 		– Sell
-2,983
Closed -$280K – 481
2026
Q1 		$280K Buy
2,983
+526
+21% +$51.6K 0.06% 271
2025
Q4 		$245K Buy
+2,457
New +$233K 0.05% 309
2025
Q1 		– Sell
-9,495
Closed -$703K – 374
2024
Q4 		$703K Sell
9,495
-346
-4% -$25.9K 0.17% 102
2024
Q3 		$638K Buy
9,841
+503
+5% +$33K 0.17% 105
2024
Q2 		$688K Buy
9,338
+48
+0.5% +$3.55K 0.19% 96
2024
Q1 		$672K Sell
9,290
-1,274
-12% -$83.9K 0.19% 101
2023
Q4 		$727K Sell
10,564
-486
-4% -$28.1K 0.23% 89
2023
Q3 		$607K Buy
11,050
+1,488
+16% +$89.9K 0.22% 93
2023
Q2 		$542K Sell
9,562
-296
-3% -$15.5K 0.2% 108
2023
Q1 		$516K Buy
+9,858
New +$722K 0.22% 112
2022
Q4 		– Sell
-9,700
Closed -$697K – 263
2022
Q3 		$697K Buy
9,700
+32
+0.3% +$2.22K 0.66% 34
2022
Q2 		$611K Buy
+9,668
New +$667K 0.56% 45

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

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

Drive Wealth Management sold out of Charles Schwab (SCHW) in Q2 2026, closing a stake of 2,983 shares — an estimated $280K sold.

Drive Wealth Management first reported a position in SCHW in Q2 2022 and held it in 12 quarters. The position peaked at $727K in Q4 2023. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Drive Wealth Management reported no remaining Charles Schwab position as of Q2 2026 after selling out during the quarter.
  • Drive Wealth Management sold 2,983 Charles Schwab shares in Q2 2026, an estimated $280K.
  • Drive Wealth Management first reported a position in Charles Schwab in Q2 2022 and held it in 12 quarters.
  • Drive Wealth Management's Charles Schwab position peaked at $727K in Q4 2023.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.