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
Q2 		$3.01M Buy
32,665
+246
+0.8% +$22.4K 1.35% 19
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 $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

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

Finer Wealth Management increased its Charles Schwab (SCHW) stake by 0.76% in Q2 2026, buying an estimated $22.4K and bringing the position to 32,665 shares worth $3.01M. The position accounts for 1.35% of the portfolio, ranked #19.

Finer Wealth Management first reported a position in SCHW in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.27M in Q4 2025. 2,312 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Finer Wealth Management held 32,665 shares of Charles Schwab worth $3.01M as of Q2 2026.
  • Finer Wealth Management bought 246 Charles Schwab shares in Q2 2026, an estimated $22.4K.
  • Charles Schwab made up 1.35% of Finer Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Finer Wealth Management first reported a position in Charles Schwab in Q3 2023 and has held it in 12 quarters since.
  • Finer Wealth Management's Charles Schwab position peaked at $3.27M in Q4 2025.
  • 2,312 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Finer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.