GWSA
SCHW

Global Wealth Strategies & Associates’s Charles Schwab SCHW Stock Holding History

Global Wealth Strategies & Associates’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
2025
Q4 		– Sell
-83
Closed -$7.92K – 584
2025
Q3 		$7.92K Hold
83
– – ﹤0.01% 307
2025
Q2 		$7.57K Hold
83
– – ﹤0.01% 239
2025
Q1 		$6.5K Hold
83
– – ﹤0.01% 300
2024
Q4 		$6.14K Hold
83
– – ﹤0.01% 253
2024
Q3 		$5.38K Buy
+83
New +$5.45K ﹤0.01% 236

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Global Wealth Strategies & Associates's SCHW Position: Q4 2025 in Review

Global Wealth Strategies & Associates sold out of Charles Schwab (SCHW) in Q4 2025, closing a stake of 83 shares — an estimated $7.92K sold.

Global Wealth Strategies & Associates first reported a position in SCHW in Q3 2024 and held it in 5 quarters. The position peaked at $7.92K in Q3 2025. 2,317 funds tracked by Wall St. Rank hold SCHW as of Q4 2025.

  • Global Wealth Strategies & Associates reported no remaining Charles Schwab position as of Q4 2025 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 83 Charles Schwab shares in Q4 2025, an estimated $7.92K.
  • Global Wealth Strategies & Associates first reported a position in Charles Schwab in Q3 2024 and held it in 5 quarters.
  • Global Wealth Strategies & Associates's Charles Schwab position peaked at $7.92K in Q3 2025.
  • 2,317 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q4 2025, filed 2 Jan 2026.