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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
Q3 		$210K Buy
2,153
+7
+0.3% +$737 0.14% 127
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

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

Gilpin Wealth Management's SCHW Position: Q3 2026 in Review

Gilpin Wealth Management increased its Charles Schwab (SCHW) stake by 0.33% in Q3 2026, buying an estimated $737 and bringing the position to 2,153 shares worth $210K. The position accounts for 0.14% of the portfolio, ranked #127.

Gilpin Wealth Management first reported a position in SCHW in Q4 2025 and has held it in 4 quarters since. 109 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

  • Gilpin Wealth Management held 2,153 shares of Charles Schwab worth $210K as of Q3 2026.
  • Gilpin Wealth Management bought 7 Charles Schwab shares in Q3 2026, an estimated $737.
  • Charles Schwab made up 0.14% of Gilpin Wealth Management's portfolio in Q3 2026, its #127 holding.
  • Gilpin Wealth Management first reported a position in Charles Schwab in Q4 2025 and has held it in 4 quarters since.
  • 109 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.