EW
SCHW

Evoke Wealth’s Charles Schwab SCHW Stock Holding History

Evoke 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 		– Sell
-11,902
Closed -$1.12M – 525
2026
Q1 		$1.12M Sell
11,902
-57
-0.5% -$5.59K 0.02% 266
2025
Q4 		$1.19M Buy
11,959
+662
+6% +$62.8K 0.02% 243
2025
Q3 		$1.08M Buy
11,297
+1,831
+19% +$174K 0.02% 241
2025
Q2 		$864K Buy
9,466
+2,999
+46% +$251K 0.02% 252
2025
Q1 		$506K Buy
6,467
+216
+3% +$17K 0.01% 272
2024
Q4 		$463K Buy
6,251
+299
+5% +$22.4K 0.01% 276
2024
Q3 		$386K Buy
+5,952
New +$391K 0.01% 296
2024
Q2 		– Sell
-5,881
Closed -$425K – 332
2024
Q1 		$425K Buy
+5,881
New +$387K 0.01% 277
2023
Q4 		– Sell
-5,445
Closed -$299K – 302
2023
Q3 		$299K Buy
5,445
+249
+5% +$15K 0.01% 296
2023
Q2 		$295K Buy
5,196
+104
+2% +$5.45K 0.01% 291
2023
Q1 		$267K Buy
5,092
+2,327
+84% +$170K 0.01% 290
2022
Q4 		$230K Buy
2,765
+82
+3% +$6.36K 0.01% 320
2022
Q3 		$193K Buy
2,683
+72
+3% +$5K 0.01% 329
2022
Q2 		$165K Sell
2,611
-90
-3% -$6.21K 0.01% 340
2022
Q1 		$228K Buy
2,701
+165
+7% +$14.5K 0.01% 332
2021
Q4 		$213K Buy
2,536
+500
+25% +$40.4K 0.01% 354
2021
Q3 		$148K Sell
2,036
-113
-5% -$8.07K 0.01% 374
2021
Q2 		$156K Sell
2,149
-21
-1% -$1.49K 0.01% 388
2021
Q1 		$141K Sell
2,170
-2,916
-57% -$177K 0.01% 349
2020
Q4 		$270K Buy
5,086
+173
+4% +$7.83K 0.02% 212
2020
Q3 		$178K Sell
4,913
-7
-0.1% -$244 0.01% 223
2020
Q2 		$166K Sell
4,920
-100
-2% -$3.58K 0.02% 214
2020
Q1 		$169K Sell
5,020
-91
-2% -$3.82K 0.02% 200
2019
Q4 		$243K Buy
5,111
+46
+0.9% +$2.03K 0.03% 198
2019
Q3 		$212K Buy
+5,065
New +$204K 0.03% 249

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

Evoke Wealth's SCHW Position: Q2 2026 in Review

Evoke Wealth sold out of Charles Schwab (SCHW) in Q2 2026, closing a stake of 11,902 shares — an estimated $1.12M sold.

Evoke Wealth first reported a position in SCHW in Q3 2019 and held it in 25 quarters. The position peaked at $1.19M in Q4 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Evoke Wealth reported no remaining Charles Schwab position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 11,902 Charles Schwab shares in Q2 2026, an estimated $1.12M.
  • Evoke Wealth first reported a position in Charles Schwab in Q3 2019 and held it in 25 quarters.
  • Evoke Wealth's Charles Schwab position peaked at $1.19M in Q4 2025.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.