DWS
SCHW

Dynamic Wealth Strategies’s Charles Schwab SCHW Stock Holding History

Dynamic Wealth Strategies’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 		$247K Buy
2,682
+1,058
+65% +$96.5K 0.13% 73
2026
Q1 		$153K Sell
1,624
-673
-29% -$66K 0.09% 98
2025
Q4 		$229K Buy
2,297
+1,092
+91% +$104K 0.14% 75
2025
Q3 		$115K Sell
1,205
-99
-8% -$9.4K 0.08% 100
2025
Q2 		$119K Sell
1,304
-246
-16% -$20.6K 0.09% 93
2025
Q1 		$121K Buy
+1,550
New +$122K 0.1% 93
2024
Q4 		– Sell
-1,535
Closed -$99K – 199
2024
Q3 		$99K Buy
1,535
+2
+0.1% +$131 0.08% 100
2024
Q2 		$113K Sell
1,533
-486
-24% -$35.9K 0.1% 93
2024
Q1 		$146K Sell
2,019
-54
-3% -$3.56K 0.12% 83
2023
Q4 		$143K Buy
+2,073
New +$120K 0.13% 77

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 $3.38T AUM 44.17% 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

Dynamic Wealth Strategies's SCHW Position: Q2 2026 in Review

Dynamic Wealth Strategies increased its Charles Schwab (SCHW) stake by 65% in Q2 2026, buying an estimated $96.5K and bringing the position to 2,682 shares worth $247K. The position accounts for 0.13% of the portfolio, ranked #73.

Dynamic Wealth Strategies first reported a position in SCHW in Q4 2023 and has held it in 10 quarters since. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Dynamic Wealth Strategies held 2,682 shares of Charles Schwab worth $247K as of Q2 2026.
  • Dynamic Wealth Strategies bought 1,058 Charles Schwab shares in Q2 2026, an estimated $96.5K.
  • Charles Schwab made up 0.13% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #73 holding.
  • Dynamic Wealth Strategies first reported a position in Charles Schwab in Q4 2023 and has held it in 10 quarters since.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.