FIM
SCHW

FWL Investment Management’s Charles Schwab SCHW Stock Holding History

FWL Investment 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
2026
Q2 		$1.62M Sell
17,504
-2,952
-14% -$269K 0.3% 51
2026
Q1 		$1.92M Sell
20,456
-30,576
-60% -$3M 0.42% 42
2025
Q4 		$5.1M Buy
51,032
+7,651
+18% +$726K 1.23% 24
2025
Q3 		$4.14M Buy
43,381
+8,257
+24% +$784K 1.08% 27
2025
Q2 		$3.2M Sell
35,124
-19,610
-36% -$1.64M 0.98% 28
2025
Q1 		$4.28M Buy
54,734
+48,424
+767% +$3.8M 1.59% 22
2024
Q4 		$467K Buy
6,310
+1,396
+28% +$104K 0.17% 63
2024
Q3 		$318K Buy
4,914
+803
+20% +$52.7K 0.12% 65
2024
Q2 		$303K Buy
4,111
+804
+24% +$59.4K 0.15% 45
2024
Q1 		$239K Buy
3,307
+1,996
+152% +$131K 0.13% 52
2023
Q4 		$90.2K Buy
1,311
+245
+23% +$14.1K 0.05% 66
2023
Q3 		$58.5K Buy
+1,066
New +$64.4K 0.04% 81

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

FWL Investment Management's SCHW Position: Q2 2026 in Review

FWL Investment Management reduced its Charles Schwab (SCHW) stake by 14% in Q2 2026, selling an estimated $269K and leaving 17,504 shares worth $1.62M. The position accounts for 0.3% of the portfolio, ranked #51.

FWL Investment Management first reported a position in SCHW in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.1M in Q4 2025. 2,311 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • FWL Investment Management held 17,504 shares of Charles Schwab worth $1.62M as of Q2 2026.
  • FWL Investment Management sold 2,952 Charles Schwab shares in Q2 2026, an estimated $269K.
  • Charles Schwab made up 0.3% of FWL Investment Management's portfolio in Q2 2026, its #51 holding.
  • FWL Investment Management first reported a position in Charles Schwab in Q3 2023 and has held it in 12 quarters since.
  • FWL Investment Management's Charles Schwab position peaked at $5.1M in Q4 2025.
  • 2,311 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.