FSA Wealth Management’s Charles Schwab SCHW Stock Holding History

FSA Wealth Management’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
2025 Q3	–	Sell	-400	Closed	-$36.5K	–	587
2025 Q2	$36.5K	Buy	+400	New	+$33.5K	0.01%	176

Other funds holding SCHW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FSA Wealth Management's SCHW Position: Q3 2025 in Review

FSA Wealth Management sold out of Charles Schwab (SCHW) in Q3 2025, closing a stake of 400 shares — an estimated $36.5K sold.

FSA Wealth Management first reported a position in SCHW in Q2 2025 and held it in 1 quarter. The position peaked at $36.5K in Q2 2025. 2,168 funds tracked by Wall St. Rank hold SCHW as of Q3 2025.

FSA Wealth Management reported no remaining Charles Schwab position as of Q3 2025 after selling out during the quarter.
FSA Wealth Management sold 400 Charles Schwab shares in Q3 2025, an estimated $36.5K.
FSA Wealth Management first reported a position in Charles Schwab in Q2 2025 and held it in 1 quarter.
FSA Wealth Management's Charles Schwab position peaked at $36.5K in Q2 2025.
2,168 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.