EPAM
SCHW

Evelyn Partners Asset Management’s Charles Schwab SCHW Stock Holding History

Evelyn Partners Asset 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 		$43.9K Hold
467
– – 0.01% 179
2025
Q4 		$46.7K Hold
467
– – 0.01% 157
2025
Q3 		$44.6K Buy
467
+103
+28% +$9.78K 0.01% 159
2025
Q2 		$33.2K Hold
364
– – 0.01% 153
2025
Q1 		$28.5K Hold
364
– – 0.01% 164
2024
Q4 		$26.9K Buy
+364
New +$27.2K 0.01% 167

Other funds holding SCHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Evelyn Partners Asset Management's SCHW Position: Q1 2026 in Review

Evelyn Partners Asset Management held its Charles Schwab (SCHW) position steady in Q1 2026 at 467 shares worth $43.9K. The position accounts for 0.01% of the portfolio, ranked #179.

Evelyn Partners Asset Management first reported a position in SCHW in Q4 2024 and has held it in 6 quarters since. The position peaked at $46.7K in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Evelyn Partners Asset Management held 467 shares of Charles Schwab worth $43.9K as of Q1 2026.
  • Evelyn Partners Asset Management left its Charles Schwab share count unchanged in Q1 2026.
  • Charles Schwab made up 0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #179 holding.
  • Evelyn Partners Asset Management first reported a position in Charles Schwab in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Asset Management's Charles Schwab position peaked at $46.7K in Q4 2025.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.