FDW
SCHW

Fourth Dimension Wealth’s Charles Schwab SCHW Stock Holding History

Fourth Dimension 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 		$31.6K Buy
342
+142
+71% +$12.9K 0.01% 327
2026
Q1 		$18.8K Hold
200
– – 0.01% 332
2025
Q4 		$20K Hold
200
– – 0.01% 327
2025
Q3 		$19.1K Hold
200
– – 0.01% 330
2025
Q2 		$18.2K Hold
200
– – 0.01% 336
2025
Q1 		$15.7K Hold
200
– – 0.01% 353
2024
Q4 		$14.8K Buy
+200
New +$15K 0.01% 365

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

Fourth Dimension Wealth's SCHW Position: Q2 2026 in Review

Fourth Dimension Wealth increased its Charles Schwab (SCHW) stake by 71% in Q2 2026, buying an estimated $12.9K and bringing the position to 342 shares worth $31.6K. The position accounts for 0.01% of the portfolio, ranked #327.

Fourth Dimension Wealth first reported a position in SCHW in Q4 2024 and has held it in 7 quarters since. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Fourth Dimension Wealth held 342 shares of Charles Schwab worth $31.6K as of Q2 2026.
  • Fourth Dimension Wealth bought 142 Charles Schwab shares in Q2 2026, an estimated $12.9K.
  • Charles Schwab made up 0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #327 holding.
  • Fourth Dimension Wealth first reported a position in Charles Schwab in Q4 2024 and has held it in 7 quarters since.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.