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
Q2 		$231M Buy
2,498,544
+244,382
+11% +$22.3M 0.24% 93
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 $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

Focus Partners Wealth's SCHW Position: Q2 2026 in Review

Focus Partners Wealth increased its Charles Schwab (SCHW) stake by 11% in Q2 2026, buying an estimated $22.3M and bringing the position to 2,498,544 shares worth $231M. The position accounts for 0.24% of the portfolio, ranked #93.

Focus Partners Wealth first reported a position in SCHW in Q4 2023 and has held it in 11 quarters since. 2,311 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Focus Partners Wealth held 2,498,544 shares of Charles Schwab worth $231M as of Q2 2026.
  • Focus Partners Wealth bought 244,382 Charles Schwab shares in Q2 2026, an estimated $22.3M.
  • Charles Schwab made up 0.24% of Focus Partners Wealth's portfolio in Q2 2026, its #93 holding.
  • Focus Partners Wealth first reported a position in Charles Schwab in Q4 2023 and has held it in 11 quarters since.
  • 2,311 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.