Gerber Kawasaki Wealth & Investment Management’s Charles Schwab SCHW Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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	$245K	Buy	+2,651	New	+$242K	0.01%	324
2023 Q1	–	Sell	-5,330	Closed	-$444K	–	268
2022 Q4	$444K	Sell	5,330 -1,326	-20%	-$103K	0.04%	170
2022 Q3	$478K	Sell	6,656 -4,204	-39%	-$292K	0.04%	161
2022 Q2	$686K	Sell	10,860 -16,874	-61%	-$1.16M	0.07%	137
2022 Q1	$2.38M	Buy	27,734 +25,234	+1,009%	+$2.22M	0.19%	74
2021 Q4	$234K	Buy	2,500 +1,739	+229%	+$141K	0.02%	244
2021 Q3	$54K	Buy	+761	New	+$54.3K	0.01%	315

Other funds holding SCHW

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's SCHW Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management opened a new position in Charles Schwab (SCHW) in Q2 2026: 2,651 shares worth $245K. The stake represents 0.01% of the portfolio and ranks #324 among its holdings. This is a return to the name: Gerber Kawasaki Wealth & Investment Management previously reported a position in SCHW as recently as Q4 2022.

Gerber Kawasaki Wealth & Investment Management first reported a position in SCHW in Q3 2021 and has held it in 7 quarters since. The position peaked at $2.38M in Q1 2022. 1,397 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Gerber Kawasaki Wealth & Investment Management held 2,651 shares of Charles Schwab worth $245K as of Q2 2026.
Charles Schwab was a new Gerber Kawasaki Wealth & Investment Management position in Q2 2026.
Charles Schwab made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #324 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in Charles Schwab in Q3 2021 and has held it in 7 quarters since.
Gerber Kawasaki Wealth & Investment Management's Charles Schwab position peaked at $2.38M in Q1 2022.
1,397 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.