Focus Partners Wealth
SCHW

Focus Partners Wealth’s Charles Schwab SCHW Stock Holding History

Focus Partners 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
Q1 		$212M Buy
2,254,162
+152,699
+7% +$15M 0.24% 96
2025
Q4 		$210M Buy
2,101,463
+1,844,095
+717% +$175M 0.24% 87
2025
Q3 		$24.6M Buy
257,368
+49,369
+24% +$4.69M 0.04% 352
2025
Q2 		$19M Buy
207,999
+6,602
+3% +$553K 0.04% 371
2025
Q1 		$15.8M Buy
201,397
+11,523
+6% +$904K 0.04% 382
2024
Q4 		$14.1M Buy
189,874
+6,203
+3% +$464K 0.04% 389
2024
Q3 		$11.9M Buy
183,671
+32,313
+21% +$2.12M 0.04% 369
2024
Q2 		$11.2M Buy
151,358
+120,704
+394% +$8.92M 0.04% 362
2024
Q1 		$2.22M Sell
30,654
-10,383
-25% -$684K 0.02% 458
2023
Q4 		$2.82M Buy
+41,037
New +$2.37M 0.04% 309

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

Focus Partners Wealth's SCHW Position: Q1 2026 in Review

Focus Partners Wealth increased its Charles Schwab (SCHW) stake by 7.3% in Q1 2026, buying an estimated $15M and bringing the position to 2,254,162 shares worth $212M. The position accounts for 0.24% of the portfolio, ranked #96.

Focus Partners Wealth first reported a position in SCHW in Q4 2023 and has held it in 10 quarters since. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Focus Partners Wealth held 2,254,162 shares of Charles Schwab worth $212M as of Q1 2026.
  • Focus Partners Wealth bought 152,699 Charles Schwab shares in Q1 2026, an estimated $15M.
  • Charles Schwab made up 0.24% of Focus Partners Wealth's portfolio in Q1 2026, its #96 holding.
  • Focus Partners Wealth first reported a position in Charles Schwab in Q4 2023 and has held it in 10 quarters since.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.