EWM
SCHW

Evolution Wealth Management’s Charles Schwab SCHW Stock Holding History

Evolution Wealth 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 		$12.2K Buy
130
+71
+120% +$6.96K 0.01% 485
2025
Q4 		$5.89K Buy
59
+55
+1,375% +$5.22K ﹤0.01% 523
2025
Q3 		$382 Sell
4
-193
-98% -$18.3K ﹤0.01% 567
2025
Q2 		$18K Buy
+197
New +$16.5K 0.02% 296

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

Evolution Wealth Management's SCHW Position: Q1 2026 in Review

Evolution Wealth Management increased its Charles Schwab (SCHW) stake by 120% in Q1 2026, buying an estimated $6.96K and bringing the position to 130 shares worth $12.2K. The position accounts for 0.01% of the portfolio, ranked #485.

Evolution Wealth Management first reported a position in SCHW in Q2 2025 and has held it in 4 quarters since. The position peaked at $18K in Q2 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Evolution Wealth Management held 130 shares of Charles Schwab worth $12.2K as of Q1 2026.
  • Evolution Wealth Management bought 71 Charles Schwab shares in Q1 2026, an estimated $6.96K.
  • Charles Schwab made up 0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #485 holding.
  • Evolution Wealth Management first reported a position in Charles Schwab in Q2 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's Charles Schwab position peaked at $18K in Q2 2025.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.