EPIMS
SCHW

Evelyn Partners Investment Management Services’s Charles Schwab SCHW Stock Holding History

Evelyn Partners Investment Management Services’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 		$148K Hold
1,580
– – 0.02% 140
2025
Q4 		$158K Hold
1,580
– – 0.02% 132
2025
Q3 		$151K Hold
1,580
– – 0.02% 136
2025
Q2 		$144K Hold
1,580
– – 0.02% 132
2025
Q1 		$124K Sell
1,580
-750
-32% -$58.9K 0.02% 127
2024
Q4 		$172K Buy
+2,330
New +$174K 0.03% 117

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 Investment Management Services's SCHW Position: Q1 2026 in Review

Evelyn Partners Investment Management Services held its Charles Schwab (SCHW) position steady in Q1 2026 at 1,580 shares worth $148K. The position accounts for 0.02% of the portfolio, ranked #140.

Evelyn Partners Investment Management Services first reported a position in SCHW in Q4 2024 and has held it in 6 quarters since. The position peaked at $172K in Q4 2024. 2,321 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Evelyn Partners Investment Management Services held 1,580 shares of Charles Schwab worth $148K as of Q1 2026.
  • Evelyn Partners Investment Management Services left its Charles Schwab share count unchanged in Q1 2026.
  • Charles Schwab made up 0.02% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #140 holding.
  • Evelyn Partners Investment Management Services first reported a position in Charles Schwab in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management Services's Charles Schwab position peaked at $172K in Q4 2024.
  • 2,321 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

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