GWP
SCHW

Gateway Wealth Partners’s Charles Schwab SCHW Stock Holding History

Gateway Wealth 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 		$424K Sell
4,591
-5,271
-53% -$481K 0.03% 510
2026
Q1 		$927K Buy
+9,862
New +$967K 0.04% 393

Other funds holding SCHW

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Vanguard Capital Management
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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

Gateway Wealth Partners's SCHW Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Charles Schwab (SCHW) stake by 53% in Q2 2026, selling an estimated $481K and leaving 4,591 shares worth $424K. The position accounts for 0.03% of the portfolio, ranked #510.

Gateway Wealth Partners first reported a position in SCHW in Q1 2026 and has held it in 2 quarters since. The position peaked at $927K in Q1 2026. 2,312 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Gateway Wealth Partners held 4,591 shares of Charles Schwab worth $424K as of Q2 2026.
  • Gateway Wealth Partners sold 5,271 Charles Schwab shares in Q2 2026, an estimated $481K.
  • Charles Schwab made up 0.03% of Gateway Wealth Partners's portfolio in Q2 2026, its #510 holding.
  • Gateway Wealth Partners first reported a position in Charles Schwab in Q1 2026 and has held it in 2 quarters since.
  • Gateway Wealth Partners's Charles Schwab position peaked at $927K in Q1 2026.
  • 2,312 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.