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BFC Planning, Inc.’s Charles Schwab SCHW Stock Holding History

BFC Planning, Inc.’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 		$565K Buy
6,127
+589
+11% +$53.7K 0.02% 572
2026
Q1 		$521K Sell
5,538
-837
-13% -$82.1K 0.02% 557
2025
Q4 		$637K Sell
6,375
-1,992
-24% -$189K 0.03% 482
2025
Q3 		$799K Buy
8,367
+2,304
+38% +$219K 0.06% 278
2025
Q2 		$553K Buy
6,063
+1,664
+38% +$139K 0.04% 337
2025
Q1 		$344K Buy
4,399
+397
+10% +$31.2K 0.03% 428
2024
Q4 		$296K Buy
+4,002
New +$299K 0.02% 476

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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 $1.92T AUM 36.1% 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

BFC Planning, Inc.'s SCHW Position: Q2 2026 in Review

BFC Planning, Inc. increased its Charles Schwab (SCHW) stake by 11% in Q2 2026, buying an estimated $53.7K and bringing the position to 6,127 shares worth $565K. The position accounts for 0.02% of the portfolio, ranked #572.

BFC Planning, Inc. first reported a position in SCHW in Q4 2024 and has held it in 7 quarters since. The position peaked at $799K in Q3 2025. 2,330 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • BFC Planning, Inc. held 6,127 shares of Charles Schwab worth $565K as of Q2 2026.
  • BFC Planning, Inc. bought 589 Charles Schwab shares in Q2 2026, an estimated $53.7K.
  • Charles Schwab made up 0.02% of BFC Planning, Inc.'s portfolio in Q2 2026, its #572 holding.
  • BFC Planning, Inc. first reported a position in Charles Schwab in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Charles Schwab position peaked at $799K in Q3 2025.
  • 2,330 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.