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
Q2 		$9.6K Sell
104
-26
-20% -$2.37K 0.01% 585
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 $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

Evolution Wealth Management's SCHW Position: Q2 2026 in Review

Evolution Wealth Management reduced its Charles Schwab (SCHW) stake by 20% in Q2 2026, selling an estimated $2.37K and leaving 104 shares worth $9.6K. The position accounts for 0.01% of the portfolio, ranked #585.

Evolution Wealth Management first reported a position in SCHW in Q2 2025 and has held it in 5 quarters since. The position peaked at $18K in Q2 2025. 2,311 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Evolution Wealth Management held 104 shares of Charles Schwab worth $9.6K as of Q2 2026.
  • Evolution Wealth Management sold 26 Charles Schwab shares in Q2 2026, an estimated $2.37K.
  • Charles Schwab made up 0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #585 holding.
  • Evolution Wealth Management first reported a position in Charles Schwab in Q2 2025 and has held it in 5 quarters since.
  • Evolution Wealth Management's Charles Schwab position peaked at $18K in Q2 2025.
  • 2,311 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.