FFWM
SCHW

Future Financial Wealth Management’s Charles Schwab SCHW Stock Holding History

Future Financial 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
Q4 		– Sell
-500
Closed -$47.7K – 376
2025
Q3 		$47.7K Hold
500
– – 0.03% 260
2025
Q2 		$45.6K Hold
500
– – 0.03% 252
2025
Q1 		$39.1K Hold
500
– – 0.03% 261
2024
Q4 		$37K Hold
500
– – 0.03% 271
2024
Q3 		$32.4K Buy
+500
New +$32.8K 0.02% 291
2024
Q2 		– Sell
-1,000
Closed -$72.3K – 394
2024
Q1 		$72.3K Buy
+1,000
New +$65.9K 0.06% 218

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Future Financial Wealth Management's SCHW Position: Q4 2025 in Review

Future Financial Wealth Management sold out of Charles Schwab (SCHW) in Q4 2025, closing a stake of 500 shares — an estimated $47.7K sold.

Future Financial Wealth Management first reported a position in SCHW in Q1 2024 and held it in 6 quarters. The position peaked at $72.3K in Q1 2024. 2,331 funds tracked by Wall St. Rank hold SCHW as of Q4 2025.

  • Future Financial Wealth Management reported no remaining Charles Schwab position as of Q4 2025 after selling out during the quarter.
  • Future Financial Wealth Management sold 500 Charles Schwab shares in Q4 2025, an estimated $47.7K.
  • Future Financial Wealth Management first reported a position in Charles Schwab in Q1 2024 and held it in 6 quarters.
  • Future Financial Wealth Management's Charles Schwab position peaked at $72.3K in Q1 2024.
  • 2,331 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.