Eagle Bluffs Wealth Management’s Charles Schwab SCHW Stock Holding History

Eagle Bluffs 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 Q1	$4M	Buy	42,547 +817	+2%	+$80.1K	1.56%	20
2025 Q4	$4.17M	Buy	41,730 +1,236	+3%	+$117K	1.69%	20
2025 Q3	$3.87M	Buy	40,494 +518	+1%	+$49.2K	1.67%	21
2025 Q2	$3.65M	Sell	39,976 -101	-0.3%	-$8.46K	1.74%	19
2025 Q1	$3.14M	Buy	40,077 +211	+0.5%	+$16.6K	1.66%	17
2024 Q4	$2.95M	Buy	39,866 +1,058	+3%	+$79.2K	1.58%	19
2024 Q3	$2.52M	Buy	38,808 +457	+1%	+$30K	1.35%	25
2024 Q2	$2.83M	Buy	38,351 +99	+0.3%	+$7.31K	1.64%	19
2024 Q1	$2.77M	Buy	+38,252	New	+$2.52M	1.72%	19

Other funds holding SCHW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Eagle Bluffs Wealth Management's SCHW Position: Q1 2026 in Review

Eagle Bluffs Wealth Management increased its Charles Schwab (SCHW) stake by 2% in Q1 2026, buying an estimated $80.1K and bringing the position to 42,547 shares worth $4M. The position accounts for 1.56% of the portfolio, ranked #20.

Eagle Bluffs Wealth Management first reported a position in SCHW in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.17M in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Eagle Bluffs Wealth Management held 42,547 shares of Charles Schwab worth $4M as of Q1 2026.
Eagle Bluffs Wealth Management bought 817 Charles Schwab shares in Q1 2026, an estimated $80.1K.
Charles Schwab made up 1.56% of Eagle Bluffs Wealth Management's portfolio in Q1 2026, its #20 holding.
Eagle Bluffs Wealth Management first reported a position in Charles Schwab in Q1 2024 and has held it in 9 quarters since.
Eagle Bluffs Wealth Management's Charles Schwab position peaked at $4.17M in Q4 2025.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Eagle Bluffs Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.