Dynasty Wealth Management’s Charles Schwab SCHW Stock Holding History

Dynasty 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	$1.5M	Sell	16,225 -3,530	-18%	-$322K	0.01%	151
2026 Q1	$1.86M	Sell	19,755 -308	-2%	-$30.2K	0.02%	133
2025 Q4	$2M	Buy	20,063 +2,277	+13%	+$216K	0.02%	133
2025 Q3	$1.7M	Buy	17,786 +8,891	+100%	+$844K	0.02%	128
2025 Q2	$812K	Sell	8,895 -1,772	-17%	-$148K	0.01%	146
2025 Q1	$835K	Buy	+10,667	New	+$837K	0.01%	160
2024 Q3	–	Sell	-11,654	Closed	-$859K	–	258
2024 Q2	$859K	Sell	11,654 -48	-0.4%	-$3.55K	0.03%	144
2024 Q1	$847K	Buy	+11,702	New	+$771K	0.03%	139

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

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

Dynasty Wealth Management reduced its Charles Schwab (SCHW) stake by 18% in Q2 2026, selling an estimated $322K and leaving 16,225 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #151.

Dynasty Wealth Management first reported a position in SCHW in Q1 2024 and has held it in 8 quarters since. The position peaked at $2M in Q4 2025. 2,306 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Dynasty Wealth Management held 16,225 shares of Charles Schwab worth $1.5M as of Q2 2026.
Dynasty Wealth Management sold 3,530 Charles Schwab shares in Q2 2026, an estimated $322K.
Charles Schwab made up 0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #151 holding.
Dynasty Wealth Management first reported a position in Charles Schwab in Q1 2024 and has held it in 8 quarters since.
Dynasty Wealth Management's Charles Schwab position peaked at $2M in Q4 2025.
2,306 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.