Gen-Wealth Partners’s Charles Schwab SCHW Stock Holding History

Gen-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 Q1	$48.7K	Sell	518 -83	-14%	-$8.14K	0.02%	397
2025 Q4	$60K	Hold	601	–	–	0.02%	372
2025 Q3	$57.4K	Hold	601	–	–	0.02%	376
2025 Q2	$54.8K	Hold	601	–	–	0.02%	330
2025 Q1	$47K	Sell	601 -4	-0.7%	-$314	0.02%	341
2024 Q4	$44.8K	Sell	605 -420	-41%	-$31.4K	0.02%	373
2024 Q3	$72.9K	Buy	1,025 +454	+80%	+$29.8K	0.03%	341
2024 Q2	$42.1K	Hold	571	–	–	0.02%	383
2024 Q1	$41.3K	Buy	+571	New	+$37.6K	0.02%	386

Other funds holding SCHW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Gen-Wealth Partners's SCHW Position: Q1 2026 in Review

Gen-Wealth Partners reduced its Charles Schwab (SCHW) stake by 14% in Q1 2026, selling an estimated $8.14K and leaving 518 shares worth $48.7K. The position accounts for 0.02% of the portfolio, ranked #397.

Gen-Wealth Partners first reported a position in SCHW in Q1 2024 and has held it in 9 quarters since. The position peaked at $72.9K in Q3 2024. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Gen-Wealth Partners held 518 shares of Charles Schwab worth $48.7K as of Q1 2026.
Gen-Wealth Partners sold 83 Charles Schwab shares in Q1 2026, an estimated $8.14K.
Charles Schwab made up 0.02% of Gen-Wealth Partners's portfolio in Q1 2026, its #397 holding.
Gen-Wealth Partners first reported a position in Charles Schwab in Q1 2024 and has held it in 9 quarters since.
Gen-Wealth Partners's Charles Schwab position peaked at $72.9K in Q3 2024.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.