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
Q2 		$561K Buy
6,081
+136
+2% +$12.4K 0.2% 89
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 $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

Greykasell Wealth Strategies's SCHW Position: Q2 2026 in Review

Greykasell Wealth Strategies increased its Charles Schwab (SCHW) stake by 2.3% in Q2 2026, buying an estimated $12.4K and bringing the position to 6,081 shares worth $561K. The position accounts for 0.2% of the portfolio, ranked #89.

Greykasell Wealth Strategies first reported a position in SCHW in Q4 2024 and has held it in 7 quarters since. 2,312 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Greykasell Wealth Strategies held 6,081 shares of Charles Schwab worth $561K as of Q2 2026.
  • Greykasell Wealth Strategies bought 136 Charles Schwab shares in Q2 2026, an estimated $12.4K.
  • Charles Schwab made up 0.2% of Greykasell Wealth Strategies's portfolio in Q2 2026, its #89 holding.
  • Greykasell Wealth Strategies first reported a position in Charles Schwab in Q4 2024 and has held it in 7 quarters since.
  • 2,312 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.