GWP
SCHW

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
Q2 		$47.8K Hold
518
– – 0.01% 406
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
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

Gen-Wealth Partners's SCHW Position: Q2 2026 in Review

Gen-Wealth Partners held its Charles Schwab (SCHW) position steady in Q2 2026 at 518 shares worth $47.8K. The position accounts for 0.01% of the portfolio, ranked #406.

Gen-Wealth Partners first reported a position in SCHW in Q1 2024 and has held it in 10 quarters since. The position peaked at $72.9K in Q3 2024. 2,311 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Gen-Wealth Partners held 518 shares of Charles Schwab worth $47.8K as of Q2 2026.
  • Gen-Wealth Partners left its Charles Schwab share count unchanged in Q2 2026.
  • Charles Schwab made up 0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #406 holding.
  • Gen-Wealth Partners first reported a position in Charles Schwab in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's Charles Schwab position peaked at $72.9K in Q3 2024.
  • 2,311 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.