FWM
SCHW

Finer Wealth Management’s Charles Schwab SCHW Stock Holding History

Finer 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 		$3.05M Sell
32,419
-283
-0.9% -$27.8K 1.53% 20
2025
Q4 		$3.27M Buy
32,702
+698
+2% +$66.2K 1.58% 16
2025
Q3 		$3.06M Buy
32,004
+65
+0.2% +$6.17K 1.52% 18
2025
Q2 		$2.91M Buy
31,939
+1,206
+4% +$101K 1.56% 19
2025
Q1 		$2.41M Buy
30,733
+1,677
+6% +$132K 1.44% 22
2024
Q4 		$2.15M Buy
29,056
+1,883
+7% +$141K 1.23% 25
2024
Q3 		$1.76M Buy
27,173
+3,661
+16% +$240K 1.09% 25
2024
Q2 		$1.73M Buy
23,512
+1,428
+6% +$105K 1.12% 24
2024
Q1 		$1.6M Buy
22,084
+7,829
+55% +$516K 1.05% 27
2023
Q4 		$981K Buy
14,255
+5,431
+62% +$314K 0.73% 34
2023
Q3 		$484K Buy
+8,824
New +$533K 0.39% 52

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

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

Finer Wealth Management reduced its Charles Schwab (SCHW) stake by 0.87% in Q1 2026, selling an estimated $27.8K and leaving 32,419 shares worth $3.05M. The position accounts for 1.53% of the portfolio, ranked #20.

Finer Wealth Management first reported a position in SCHW in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.27M in Q4 2025. 2,320 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Finer Wealth Management held 32,419 shares of Charles Schwab worth $3.05M as of Q1 2026.
  • Finer Wealth Management sold 283 Charles Schwab shares in Q1 2026, an estimated $27.8K.
  • Charles Schwab made up 1.53% of Finer Wealth Management's portfolio in Q1 2026, its #20 holding.
  • Finer Wealth Management first reported a position in Charles Schwab in Q3 2023 and has held it in 11 quarters since.
  • Finer Wealth Management's Charles Schwab position peaked at $3.27M in Q4 2025.
  • 2,320 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Finer Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.