EPW
SCHW

Evolve Private Wealth’s Charles Schwab SCHW Stock Holding History

Evolve Private 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 		$570K Sell
6,173
-47,620
-89% -$4.34M 0.03% 459
2026
Q1 		$5.06M Buy
53,793
+1,640
+3% +$161K 0.27% 62
2025
Q4 		$5.21M Buy
+52,153
New +$4.95M 0.31% 55

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

Evolve Private Wealth's SCHW Position: Q2 2026 in Review

Evolve Private Wealth reduced its Charles Schwab (SCHW) stake by 89% in Q2 2026, selling an estimated $4.34M and leaving 6,173 shares worth $570K. The position accounts for 0.03% of the portfolio, ranked #459.

Evolve Private Wealth first reported a position in SCHW in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.21M in Q4 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Evolve Private Wealth held 6,173 shares of Charles Schwab worth $570K as of Q2 2026.
  • Evolve Private Wealth sold 47,620 Charles Schwab shares in Q2 2026, an estimated $4.34M.
  • Charles Schwab made up 0.03% of Evolve Private Wealth's portfolio in Q2 2026, its #459 holding.
  • Evolve Private Wealth first reported a position in Charles Schwab in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Charles Schwab position peaked at $5.21M in Q4 2025.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.