Drucker Wealth 3.0’s Charles Schwab SCHW Stock Holding History

Drucker Wealth 3.0’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	$916K	Sell	9,924 -1,028	-9%	-$93.7K	0.14%	123
2026 Q1	$1.03M	Sell	10,952 -113	-1%	-$11.1K	0.18%	105
2025 Q4	$1.11M	Sell	11,065 -2,305	-17%	-$219K	0.19%	99
2025 Q3	$1.28M	Sell	13,370 -4,343	-25%	-$412K	0.23%	93
2025 Q2	$1.64M	Sell	17,713 -10,917	-38%	-$914K	0.32%	70
2025 Q1	$2.24M	Sell	28,630 -8,895	-24%	-$698K	0.49%	51
2024 Q4	$2.78M	Sell	37,525 -2,592	-6%	-$194K	0.64%	44
2024 Q3	$2.6M	Buy	40,117 +742	+2%	+$48.7K	0.62%	53
2024 Q2	$2.9M	Buy	+39,375	New	+$2.91M	0.77%	45

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

Drucker Wealth 3.0's SCHW Position: Q2 2026 in Review

Drucker Wealth 3.0 reduced its Charles Schwab (SCHW) stake by 9.4% in Q2 2026, selling an estimated $93.7K and leaving 9,924 shares worth $916K. The position accounts for 0.14% of the portfolio, ranked #123.

Drucker Wealth 3.0 first reported a position in SCHW in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.9M in Q2 2024. 2,306 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Drucker Wealth 3.0 held 9,924 shares of Charles Schwab worth $916K as of Q2 2026.
Drucker Wealth 3.0 sold 1,028 Charles Schwab shares in Q2 2026, an estimated $93.7K.
Charles Schwab made up 0.14% of Drucker Wealth 3.0's portfolio in Q2 2026, its #123 holding.
Drucker Wealth 3.0 first reported a position in Charles Schwab in Q2 2024 and has held it in 9 quarters since.
Drucker Wealth 3.0's Charles Schwab position peaked at $2.9M in Q2 2024.
2,306 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Drucker Wealth 3.0's 13F filing for Q2 2026, filed 13 Jul 2026.