GF
SCHW

Gries Financial’s Charles Schwab SCHW Stock Holding History

Gries Financial’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 		$496K Buy
5,197
+1,233
+31% +$117K 0.08% 181
2025
Q2 		$362K Buy
3,964
+1,300
+49% +$109K 0.07% 197
2025
Q1 		$209K Buy
+2,664
New +$209K 0.04% 266
2024
Q2 		– Sell
-4,586
Closed -$332K – 278
2024
Q1 		$332K Buy
+4,586
New +$302K 0.06% 213

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gries Financial's SCHW Position: Q3 2025 in Review

Gries Financial increased its Charles Schwab (SCHW) stake by 31% in Q3 2025, buying an estimated $117K and bringing the position to 5,197 shares worth $496K. The position accounts for 0.08% of the portfolio, ranked #181.

Gries Financial first reported a position in SCHW in Q1 2024 and has held it in 4 quarters since. 2,173 funds tracked by Wall St. Rank hold SCHW as of Q3 2025.

  • Gries Financial held 5,197 shares of Charles Schwab worth $496K as of Q3 2025.
  • Gries Financial bought 1,233 Charles Schwab shares in Q3 2025, an estimated $117K.
  • Charles Schwab made up 0.08% of Gries Financial's portfolio in Q3 2025, its #181 holding.
  • Gries Financial first reported a position in Charles Schwab in Q1 2024 and has held it in 4 quarters since.
  • 2,173 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.