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
Q2 		$533K Buy
5,777
+473
+9% +$43.1K 0.17% 111
2026
Q1 		$498K Buy
+5,304
New +$520K 0.21% 96

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

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

Forefront Wealth Partners increased its Charles Schwab (SCHW) stake by 8.9% in Q2 2026, buying an estimated $43.1K and bringing the position to 5,777 shares worth $533K. The position accounts for 0.17% of the portfolio, ranked #111.

Forefront Wealth Partners first reported a position in SCHW in Q1 2026 and has held it in 2 quarters since. 2,311 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Forefront Wealth Partners held 5,777 shares of Charles Schwab worth $533K as of Q2 2026.
  • Forefront Wealth Partners bought 473 Charles Schwab shares in Q2 2026, an estimated $43.1K.
  • Charles Schwab made up 0.17% of Forefront Wealth Partners's portfolio in Q2 2026, its #111 holding.
  • Forefront Wealth Partners first reported a position in Charles Schwab in Q1 2026 and has held it in 2 quarters since.
  • 2,311 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.