Graves Light Lenhart Wealth’s Charles Schwab SCHW Stock Holding History

Graves Light Lenhart Wealth’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 Q3	–	Sell	-2,518	Closed	-$230K	–	197
2025 Q2	$230K	Sell	2,518 -395	-14%	-$33.1K	0.03%	174
2025 Q1	$228K	Buy	+2,913	New	+$229K	0.03%	165
2022 Q3	–	Sell	-623	Closed	-$39K	–	515
2022 Q2	$39K	Hold	623	–	–	0.01%	332
2022 Q1	$53K	Sell	623 -686	-52%	-$60.3K	0.01%	348
2021 Q4	$110K	Sell	1,309 -16	-1%	-$1.29K	0.02%	278
2021 Q3	$97K	Buy	1,325 +702	+113%	+$50.1K	0.02%	280
2021 Q2	$45K	Hold	623	–	–	0.01%	395
2021 Q1	$41K	Sell	623 -469	-43%	-$28.4K	0.01%	408
2020 Q4	$58K	Buy	+1,092	New	+$49.4K	0.01%	352

Other funds holding SCHW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Graves Light Lenhart Wealth's SCHW Position: Q3 2025 in Review

Graves Light Lenhart Wealth sold out of Charles Schwab (SCHW) in Q3 2025, closing a stake of 2,518 shares — an estimated $230K sold.

Graves Light Lenhart Wealth first reported a position in SCHW in Q4 2020 and held it in 9 quarters. The position peaked at $230K in Q2 2025. 2,174 funds tracked by Wall St. Rank hold SCHW as of Q3 2025.

Graves Light Lenhart Wealth reported no remaining Charles Schwab position as of Q3 2025 after selling out during the quarter.
Graves Light Lenhart Wealth sold 2,518 Charles Schwab shares in Q3 2025, an estimated $230K.
Graves Light Lenhart Wealth first reported a position in Charles Schwab in Q4 2020 and held it in 9 quarters.
Graves Light Lenhart Wealth's Charles Schwab position peaked at $230K in Q2 2025.
2,174 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2025.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2025, filed 7 Oct 2025.