GWM
SCHW

Gilpin Wealth Management’s Charles Schwab SCHW Stock Holding History

Gilpin 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
Q2 		$198K Sell
2,146
-34
-2% -$3.1K 0.14% 135
2026
Q1 		$205K Buy
2,180
+83
+4% +$8.14K 0.16% 114
2025
Q4 		$210K Buy
+2,097
New +$199K 0.17% 113

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

Gilpin Wealth Management's SCHW Position: Q2 2026 in Review

Gilpin Wealth Management reduced its Charles Schwab (SCHW) stake by 1.6% in Q2 2026, selling an estimated $3.1K and leaving 2,146 shares worth $198K. The position accounts for 0.14% of the portfolio, ranked #135.

Gilpin Wealth Management first reported a position in SCHW in Q4 2025 and has held it in 3 quarters since. The position peaked at $210K in Q4 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Gilpin Wealth Management held 2,146 shares of Charles Schwab worth $198K as of Q2 2026.
  • Gilpin Wealth Management sold 34 Charles Schwab shares in Q2 2026, an estimated $3.1K.
  • Charles Schwab made up 0.14% of Gilpin Wealth Management's portfolio in Q2 2026, its #135 holding.
  • Gilpin Wealth Management first reported a position in Charles Schwab in Q4 2025 and has held it in 3 quarters since.
  • Gilpin Wealth Management's Charles Schwab position peaked at $210K in Q4 2025.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.