GWM
SCHW

Gibbs Wealth Management’s Charles Schwab SCHW Stock Holding History

Gibbs Wealth 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
Q1 		$526K Buy
5,594
+1,655
+42% +$162K 0.07% 284
2025
Q4 		$395K Sell
3,939
-328
-8% -$31.1K 0.1% 234
2025
Q3 		$407K Sell
4,267
-372
-8% -$35.3K 0.09% 228
2025
Q2 		$423K Buy
4,639
+270
+6% +$22.6K 0.08% 250
2025
Q1 		$342K Buy
+4,369
New +$343K 0.08% 232

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Gibbs Wealth Management's SCHW Position: Q1 2026 in Review

Gibbs Wealth Management increased its Charles Schwab (SCHW) stake by 42% in Q1 2026, buying an estimated $162K and bringing the position to 5,594 shares worth $526K. The position accounts for 0.07% of the portfolio, ranked #284.

Gibbs Wealth Management first reported a position in SCHW in Q1 2025 and has held it in 5 quarters since. 2,333 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Gibbs Wealth Management held 5,594 shares of Charles Schwab worth $526K as of Q1 2026.
  • Gibbs Wealth Management bought 1,655 Charles Schwab shares in Q1 2026, an estimated $162K.
  • Charles Schwab made up 0.07% of Gibbs Wealth Management's portfolio in Q1 2026, its #284 holding.
  • Gibbs Wealth Management first reported a position in Charles Schwab in Q1 2025 and has held it in 5 quarters since.
  • 2,333 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.