EBWM
SCHW

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
Q2 		$3.96M Buy
42,958
+411
+1% +$37.5K 1.32% 22
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
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

Eagle Bluffs Wealth Management's SCHW Position: Q2 2026 in Review

Eagle Bluffs Wealth Management increased its Charles Schwab (SCHW) stake by 0.97% in Q2 2026, buying an estimated $37.5K and bringing the position to 42,958 shares worth $3.96M. The position accounts for 1.32% of the portfolio, ranked #22.

Eagle Bluffs Wealth Management first reported a position in SCHW in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.17M in Q4 2025. 2,311 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Eagle Bluffs Wealth Management held 42,958 shares of Charles Schwab worth $3.96M as of Q2 2026.
  • Eagle Bluffs Wealth Management bought 411 Charles Schwab shares in Q2 2026, an estimated $37.5K.
  • Charles Schwab made up 1.32% of Eagle Bluffs Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Eagle Bluffs Wealth Management first reported a position in Charles Schwab in Q1 2024 and has held it in 10 quarters since.
  • Eagle Bluffs Wealth Management's Charles Schwab position peaked at $4.17M in Q4 2025.
  • 2,311 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Eagle Bluffs Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.