Elmwood Wealth Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.54M | Hold |
16,663
| – | – | 0.38% | 66 |
|
|
2026
Q1 | $1.57M | Buy |
16,663
+299
| +2% | +$29.3K | 0.43% | 56 |
|
|
2025
Q4 | $1.63M | Hold |
16,364
| – | – | 0.52% | 57 |
|
|
2025
Q3 | $1.56M | Hold |
16,364
| – | – | 0.55% | 57 |
|
|
2025
Q2 | $1.49M | Hold |
16,364
| – | – | 0.59% | 58 |
|
|
2025
Q1 | $1.28M | Sell |
16,364
-982
| -6% | -$77.1K | 0.53% | 65 |
|
|
2024
Q4 | $1.28M | Buy |
17,346
+2,405
| +16% | +$180K | 0.52% | 66 |
|
|
2024
Q3 | $968K | Hold |
14,941
| – | – | 0.4% | 78 |
|
|
2024
Q2 | $1.1M | Buy |
14,941
+24
| +0.2% | +$1.77K | 0.49% | 71 |
|
|
2024
Q1 | $1.08M | Sell |
14,917
-1,444
| -9% | -$95.1K | 0.46% | 72 |
|
|
2023
Q4 | $1.13M | Buy |
16,361
+216
| +1% | +$12.5K | 0.79% | 41 |
|
|
2023
Q3 | $886K | Buy |
16,145
+750
| +5% | +$45.3K | 0.43% | 75 |
|
|
2023
Q2 | $873K | Buy |
15,395
+56
| +0.4% | +$2.93K | 0.41% | 77 |
|
|
2023
Q1 | $803K | Buy |
15,339
+2,627
| +21% | +$192K | 0.38% | 80 |
|
|
2022
Q4 | $1.06M | Buy |
12,712
+535
| +4% | +$41.5K | 0.53% | 68 |
|
|
2022
Q3 | $875K | Buy |
12,177
+19
| +0.2% | +$1.32K | 0.44% | 70 |
|
|
2022
Q2 | $768K | Buy |
12,158
+17
| +0.1% | +$1.17K | 0.44% | 77 |
|
|
2022
Q1 | $1.02M | Buy |
12,141
+420
| +4% | +$36.9K | 0.52% | 67 |
|
|
2021
Q4 | $986K | Buy |
+11,721
| New | +$948K | 0.47% | 69 |
|
|
2021
Q2 | $803K | Sell |
11,032
-139
| -1% | -$9.84K | 0.42% | 72 |
|
|
2021
Q1 | $728K | Buy |
+11,171
| New | +$677K | 0.44% | 71 |
|
|
2020
Q3 | $323K | Hold |
9,577
| – | – | 0.26% | 76 |
|
|
2020
Q2 | $323K | Sell |
9,577
-15,319
| -62% | -$549K | 0.26% | 76 |
|
|
2020
Q1 | $1.3M | Buy |
24,896
+15,187
| +156% | +$637K | 1.24% | 27 |
|
|
2019
Q4 | $462K | Sell |
9,709
-1,090
| -10% | -$48K | 0.4% | 72 |
|
|
2019
Q3 | $452K | Sell |
10,799
-1,726
| -14% | -$69.7K | 0.46% | 63 |
|
|
2019
Q2 | $503K | Sell |
12,525
-2,349
| -16% | -$102K | 0.44% | 70 |
|
|
2019
Q1 | $636K | Sell |
14,874
-81
| -0.5% | -$3.66K | 0.59% | 60 |
|
|
2018
Q4 | $621K | Sell |
14,955
-9,713
| -39% | -$439K | 0.6% | 57 |
|
|
2018
Q3 | $1.21M | Buy |
24,668
+13
| +0.1% | +$664 | 1.01% | 34 |
|
|
2018
Q2 | $1.26M | Sell |
24,655
-241
| -1% | -$13.3K | 1.15% | 31 |
|
|
2018
Q1 | $1.3M | Buy |
+24,896
| New | +$1.33M | 1.24% | 27 |
|
Other funds holding SCHW
Elmwood Wealth Management's SCHW Position: Q2 2026 in Review
Elmwood Wealth Management held its Charles Schwab (SCHW) position steady in Q2 2026 at 16,663 shares worth $1.54M. The position accounts for 0.38% of the portfolio, ranked #66.
Elmwood Wealth Management first reported a position in SCHW in Q1 2018 and has held it in 32 quarters since. The position peaked at $1.63M in Q4 2025. 2,311 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.
- Elmwood Wealth Management held 16,663 shares of Charles Schwab worth $1.54M as of Q2 2026.
- Elmwood Wealth Management left its Charles Schwab share count unchanged in Q2 2026.
- Charles Schwab made up 0.38% of Elmwood Wealth Management's portfolio in Q2 2026, its #66 holding.
- Elmwood Wealth Management first reported a position in Charles Schwab in Q1 2018 and has held it in 32 quarters since.
- Elmwood Wealth Management's Charles Schwab position peaked at $1.63M in Q4 2025.
- 2,311 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.
Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.