FPW
SCHW

Flywheel Private Wealth’s Charles Schwab SCHW Stock Holding History

Flywheel 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 		$316K Buy
3,425
+400
+13% +$36.5K 0.16% 73
2026
Q1 		$284K Buy
+3,025
New +$297K 0.16% 78

Other funds holding SCHW

PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Flywheel Private Wealth increased its Charles Schwab (SCHW) stake by 13% in Q2 2026, buying an estimated $36.5K and bringing the position to 3,425 shares worth $316K. The position accounts for 0.16% of the portfolio, ranked #73.

Flywheel Private Wealth first reported a position in SCHW in Q1 2026 and has held it in 2 quarters since. 1,019 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Flywheel Private Wealth held 3,425 shares of Charles Schwab worth $316K as of Q2 2026.
  • Flywheel Private Wealth bought 400 Charles Schwab shares in Q2 2026, an estimated $36.5K.
  • Charles Schwab made up 0.16% of Flywheel Private Wealth's portfolio in Q2 2026, its #73 holding.
  • Flywheel Private Wealth first reported a position in Charles Schwab in Q1 2026 and has held it in 2 quarters since.
  • 1,019 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

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