FWM
SCHW

Focused Wealth Management’s Charles Schwab SCHW Stock Holding History

Focused 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
2025
Q4 		– Sell
-2,500
Closed -$239K – 237
2025
Q3 		$239K Buy
+2,500
New +$237K 0.03% 167

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Focused Wealth Management's SCHW Position: Q4 2025 in Review

Focused Wealth Management sold out of Charles Schwab (SCHW) in Q4 2025, closing a stake of 21 shares — an estimated $1.98K sold.

Focused Wealth Management first reported a position in SCHW in Q3 2013 and held it in 24 quarters. The position peaked at $160K in Q4 2021. 2,317 funds tracked by Wall St. Rank hold SCHW as of Q4 2025.

  • Focused Wealth Management reported no remaining Charles Schwab position as of Q4 2025 after selling out during the quarter.
  • Focused Wealth Management sold 21 Charles Schwab shares in Q4 2025, an estimated $1.98K.
  • Focused Wealth Management first reported a position in Charles Schwab in Q3 2013 and held it in 24 quarters.
  • Focused Wealth Management's Charles Schwab position peaked at $160K in Q4 2021.
  • 2,317 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2025.

Based on Focused Wealth Management's 13F filing for Q4 2025, filed 29 Jan 2026.