GSWM
SCHW

Greenup Street Wealth Management’s Charles Schwab SCHW Stock Holding History

Greenup Street 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 		$2.5M Sell
27,091
-12,648
-32% -$1.15M 0.3% 47
2026
Q1 		$3.73M Sell
39,739
-14,976
-27% -$1.47M 0.53% 35
2025
Q4 		$5.47M Buy
54,715
+20,008
+58% +$1.9M 0.79% 25
2025
Q3 		$3.31M Sell
34,707
-12,470
-26% -$1.18M 0.51% 41
2025
Q2 		$4.3M Buy
47,177
+150
+0.3% +$12.6K 0.75% 29
2025
Q1 		$3.68M Buy
47,027
+2,223
+5% +$174K 0.73% 29
2024
Q4 		$3.32M Buy
44,804
+3,946
+10% +$295K 0.66% 34
2024
Q3 		$2.65M Sell
40,858
-27
-0.1% -$1.77K 0.55% 39
2024
Q2 		$3.01M Sell
40,885
-13,126
-24% -$970K 0.71% 31
2024
Q1 		$3.91M Sell
54,011
-14,533
-21% -$957K 0.98% 26
2023
Q4 		$4.72M Sell
68,544
-1,009
-1% -$58.3K 1.31% 15
2023
Q3 		$3.82M Buy
69,553
+8,679
+14% +$525K 1.25% 18
2023
Q2 		$3.45M Buy
60,874
+5,183
+9% +$271K 0.94% 28
2023
Q1 		$2.92M Buy
55,691
+35,501
+176% +$2.6M 1.02% 23
2022
Q4 		$1.68M Buy
20,190
+395
+2% +$30.7K 0.7% 40
2022
Q3 		$1.42M Buy
19,795
+4,626
+30% +$321K 0.64% 40
2022
Q2 		$958K Buy
+15,169
New +$1.05M 0.45% 47

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

Greenup Street Wealth Management's SCHW Position: Q2 2026 in Review

Greenup Street Wealth Management reduced its Charles Schwab (SCHW) stake by 32% in Q2 2026, selling an estimated $1.15M and leaving 27,091 shares worth $2.5M. The position accounts for 0.3% of the portfolio, ranked #47.

Greenup Street Wealth Management first reported a position in SCHW in Q2 2022 and has held it in 17 quarters since. The position peaked at $5.47M in Q4 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Greenup Street Wealth Management held 27,091 shares of Charles Schwab worth $2.5M as of Q2 2026.
  • Greenup Street Wealth Management sold 12,648 Charles Schwab shares in Q2 2026, an estimated $1.15M.
  • Charles Schwab made up 0.3% of Greenup Street Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Greenup Street Wealth Management first reported a position in Charles Schwab in Q2 2022 and has held it in 17 quarters since.
  • Greenup Street Wealth Management's Charles Schwab position peaked at $5.47M in Q4 2025.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Greenup Street Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.