FourThought Financial Partners’s Charles Schwab SCHW Stock Holding History

FourThought Financial 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	$212K	Buy	+2,302	New	+$210K	0.02%	363

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

FourThought Financial Partners's SCHW Position: Q2 2026 in Review

FourThought Financial Partners opened a new position in Charles Schwab (SCHW) in Q2 2026: 2,302 shares worth $212K. The stake represents 0.02% of the portfolio and ranks #363 among its holdings.

2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

FourThought Financial Partners held 2,302 shares of Charles Schwab worth $212K as of Q2 2026.
Charles Schwab was a new FourThought Financial Partners position in Q2 2026.
Charles Schwab made up 0.02% of FourThought Financial Partners's portfolio in Q2 2026, its #363 holding.
2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.