EW
SCHW

Elyxium Wealth’s Charles Schwab SCHW Stock Holding History

Elyxium Wealth’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 		$1.55M Buy
16,772
+14,479
+631% +$1.32M 0.16% 97
2026
Q1 		$215K Sell
2,293
-610
-21% -$59.8K 0.07% 159
2025
Q4 		$290K Sell
2,903
-353
-11% -$33.5K 0.08% 147
2025
Q3 		$311K Buy
3,256
+850
+35% +$80.7K 0.11% 133
2025
Q2 		$220K Buy
+2,406
New +$201K 0.08% 157

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

Elyxium Wealth's SCHW Position: Q2 2026 in Review

Elyxium Wealth increased its Charles Schwab (SCHW) stake by 631% in Q2 2026, buying an estimated $1.32M and bringing the position to 16,772 shares worth $1.55M. The position accounts for 0.16% of the portfolio, ranked #97.

Elyxium Wealth first reported a position in SCHW in Q2 2025 and has held it in 5 quarters since. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Elyxium Wealth held 16,772 shares of Charles Schwab worth $1.55M as of Q2 2026.
  • Elyxium Wealth bought 14,479 Charles Schwab shares in Q2 2026, an estimated $1.32M.
  • Charles Schwab made up 0.16% of Elyxium Wealth's portfolio in Q2 2026, its #97 holding.
  • Elyxium Wealth first reported a position in Charles Schwab in Q2 2025 and has held it in 5 quarters since.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Elyxium Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.