FFO
SCHW

Fortitude Family Office’s Charles Schwab SCHW Stock Holding History

Fortitude Family Office’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 		$99.6K Buy
1,079
+357
+49% +$32.6K 0.02% 184
2026
Q1 		$67.9K Buy
722
+111
+18% +$10.9K 0.02% 195
2025
Q4 		$61K Hold
611
– – 0.01% 229
2025
Q3 		$58.3K Hold
611
– – 0.02% 229
2025
Q2 		$55.7K Buy
611
+7
+1% +$586 0.02% 232
2025
Q1 		$47.3K Hold
604
– – 0.02% 237
2024
Q4 		$44.7K Buy
604
+46
+8% +$3.44K 0.02% 278
2024
Q3 		$36.2K Buy
558
+169
+43% +$11.1K 0.01% 299
2024
Q2 		$28.7K Buy
389
+192
+97% +$14.2K 0.02% 248
2024
Q1 		$14.3K Hold
197
– – 0.01% 332
2023
Q4 		$13.6K Buy
+197
New +$11.4K 0.01% 358

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

Fortitude Family Office's SCHW Position: Q2 2026 in Review

Fortitude Family Office increased its Charles Schwab (SCHW) stake by 49% in Q2 2026, buying an estimated $32.6K and bringing the position to 1,079 shares worth $99.6K. The position accounts for 0.02% of the portfolio, ranked #184.

Fortitude Family Office first reported a position in SCHW in Q4 2023 and has held it in 11 quarters since. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Fortitude Family Office held 1,079 shares of Charles Schwab worth $99.6K as of Q2 2026.
  • Fortitude Family Office bought 357 Charles Schwab shares in Q2 2026, an estimated $32.6K.
  • Charles Schwab made up 0.02% of Fortitude Family Office's portfolio in Q2 2026, its #184 holding.
  • Fortitude Family Office first reported a position in Charles Schwab in Q4 2023 and has held it in 11 quarters since.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.