EWS
SCHW

Eagle Wealth Strategies’s Charles Schwab SCHW Stock Holding History

Eagle 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 		$439K Buy
4,755
+182
+4% +$16.6K 0.17% 63
2026
Q1 		$430K Buy
4,573
+56
+1% +$5.49K 0.19% 59
2025
Q4 		$451K Buy
4,517
+5
+0.1% +$474 0.21% 55
2025
Q3 		$431K Sell
4,512
-193
-4% -$18.3K 0.21% 52
2025
Q2 		$429K Buy
4,705
+82
+2% +$6.87K 0.24% 50
2025
Q1 		$362K Buy
4,623
+31
+0.7% +$2.43K 0.22% 56
2024
Q4 		$340K Buy
4,592
+217
+5% +$16.2K 0.25% 61
2024
Q3 		$284K Buy
+4,375
New +$287K 0.21% 74

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 Wealth Strategies's SCHW Position: Q2 2026 in Review

Eagle Wealth Strategies increased its Charles Schwab (SCHW) stake by 4% in Q2 2026, buying an estimated $16.6K and bringing the position to 4,755 shares worth $439K. The position accounts for 0.17% of the portfolio, ranked #63.

Eagle Wealth Strategies first reported a position in SCHW in Q3 2024 and has held it in 8 quarters since. The position peaked at $451K in Q4 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Eagle Wealth Strategies held 4,755 shares of Charles Schwab worth $439K as of Q2 2026.
  • Eagle Wealth Strategies bought 182 Charles Schwab shares in Q2 2026, an estimated $16.6K.
  • Charles Schwab made up 0.17% of Eagle Wealth Strategies's portfolio in Q2 2026, its #63 holding.
  • Eagle Wealth Strategies first reported a position in Charles Schwab in Q3 2024 and has held it in 8 quarters since.
  • Eagle Wealth Strategies's Charles Schwab position peaked at $451K in Q4 2025.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Eagle Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.