FFO
SCHW

Fiduciary Family Office’s Charles Schwab SCHW Stock Holding History

Fiduciary Family Office’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 		$662K Buy
7,175
+2,830
+65% +$258K 0.17% 97
2026
Q1 		$408K Buy
4,345
+607
+16% +$59.5K 0.12% 123
2025
Q4 		$373K Sell
3,738
-94
-2% -$8.92K 0.11% 126
2025
Q3 		$366K Sell
3,832
-650
-15% -$61.7K 0.1% 141
2025
Q2 		$409K Buy
4,482
+1,407
+46% +$118K 0.13% 136
2025
Q1 		$241K Buy
+3,075
New +$241K 0.08% 169
2024
Q4 		– Sell
-3,269
Closed -$212K – 220
2024
Q3 		$212K Sell
3,269
-82
-2% -$5.39K 0.07% 198
2024
Q2 		$247K Buy
3,351
+526
+19% +$38.9K 0.1% 176
2024
Q1 		$204K Buy
+2,825
New +$186K 0.08% 204

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

Fiduciary Family Office's SCHW Position: Q2 2026 in Review

Fiduciary Family Office increased its Charles Schwab (SCHW) stake by 65% in Q2 2026, buying an estimated $258K and bringing the position to 7,175 shares worth $662K. The position accounts for 0.17% of the portfolio, ranked #97.

Fiduciary Family Office first reported a position in SCHW in Q1 2024 and has held it in 9 quarters since. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Fiduciary Family Office held 7,175 shares of Charles Schwab worth $662K as of Q2 2026.
  • Fiduciary Family Office bought 2,830 Charles Schwab shares in Q2 2026, an estimated $258K.
  • Charles Schwab made up 0.17% of Fiduciary Family Office's portfolio in Q2 2026, its #97 holding.
  • Fiduciary Family Office first reported a position in Charles Schwab in Q1 2024 and has held it in 9 quarters since.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.