GWS
SCHW

Greykasell Wealth Strategies’s Charles Schwab SCHW Stock Holding History

Greykasell Wealth Strategies’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
Q1 		$559K Buy
5,945
+457
+8% +$44.8K 0.23% 86
2025
Q4 		$548K Hold
5,488
– – 0.22% 90
2025
Q3 		$524K Hold
5,488
– – 0.22% 87
2025
Q2 		$501K Buy
5,488
+252
+5% +$21.1K 0.24% 80
2025
Q1 		$410K Hold
5,236
– – 0.22% 89
2024
Q4 		$388K Buy
+5,236
New +$392K 0.22% 93

Other funds holding SCHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Greykasell Wealth Strategies's SCHW Position: Q1 2026 in Review

Greykasell Wealth Strategies increased its Charles Schwab (SCHW) stake by 8.3% in Q1 2026, buying an estimated $44.8K and bringing the position to 5,945 shares worth $559K. The position accounts for 0.23% of the portfolio, ranked #86.

Greykasell Wealth Strategies first reported a position in SCHW in Q4 2024 and has held it in 6 quarters since. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Greykasell Wealth Strategies held 5,945 shares of Charles Schwab worth $559K as of Q1 2026.
  • Greykasell Wealth Strategies bought 457 Charles Schwab shares in Q1 2026, an estimated $44.8K.
  • Charles Schwab made up 0.23% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #86 holding.
  • Greykasell Wealth Strategies first reported a position in Charles Schwab in Q4 2024 and has held it in 6 quarters since.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.