GC Wealth Management RIA’s Charles Schwab SCHW Stock Holding History

GC Wealth Management RIA’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	$919K	Sell	9,959 -1,876	-16%	-$171K	0.05%	241
2026 Q1	$1.11M	Sell	11,835 -1,043	-8%	-$102K	0.05%	223
2025 Q4	$1.29M	Sell	12,878 -16,167	-56%	-$1.53M	0.05%	206
2025 Q3	$2.77M	Buy	29,045 +13,569	+88%	+$1.29M	0.09%	164
2025 Q2	$1.41M	Buy	15,476 +10,269	+197%	+$860K	0.12%	163
2025 Q1	$408K	Buy	5,207 +286	+6%	+$22.4K	0.07%	208
2024 Q4	$364K	Sell	4,921 -4,847	-50%	-$363K	0.06%	214
2024 Q3	$633K	Buy	9,768 +4,672	+92%	+$307K	0.11%	163
2024 Q2	$376K	Sell	5,096 -19	-0.4%	-$1.4K	0.07%	201
2024 Q1	$370K	Buy	+5,115	New	+$337K	0.07%	193

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GC Wealth Management RIA's SCHW Position: Q2 2026 in Review

GC Wealth Management RIA reduced its Charles Schwab (SCHW) stake by 16% in Q2 2026, selling an estimated $171K and leaving 9,959 shares worth $919K. The position accounts for 0.05% of the portfolio, ranked #241.

GC Wealth Management RIA first reported a position in SCHW in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.77M in Q3 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

GC Wealth Management RIA held 9,959 shares of Charles Schwab worth $919K as of Q2 2026.
GC Wealth Management RIA sold 1,876 Charles Schwab shares in Q2 2026, an estimated $171K.
Charles Schwab made up 0.05% of GC Wealth Management RIA's portfolio in Q2 2026, its #241 holding.
GC Wealth Management RIA first reported a position in Charles Schwab in Q1 2024 and has held it in 10 quarters since.
GC Wealth Management RIA's Charles Schwab position peaked at $2.77M in Q3 2025.
2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.