FWP
SCHW

Forefront Wealth Partners’s Charles Schwab SCHW Stock Holding History

Forefront Wealth Partners’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 		$498K Buy
+5,304
New +$520K 0.21% 96

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JP Morgan Chase
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State Street
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T. Rowe Price Associates
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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

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

Forefront Wealth Partners opened a new position in Charles Schwab (SCHW) in Q1 2026: 5,304 shares worth $498K. The stake represents 0.21% of the portfolio and ranks #96 among its holdings.

2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Forefront Wealth Partners held 5,304 shares of Charles Schwab worth $498K as of Q1 2026.
  • Charles Schwab was a new Forefront Wealth Partners position in Q1 2026.
  • Charles Schwab made up 0.21% of Forefront Wealth Partners's portfolio in Q1 2026, its #96 holding.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Forefront Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.