HWM
SCHW

Heirloom Wealth Management’s Charles Schwab SCHW Stock Holding History

Heirloom 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
Q1 		– Sell
-4,013
Closed -$401K – 91
2025
Q4 		$401K Buy
+4,013
New +$381K 0.09% 36

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

Heirloom Wealth Management's SCHW Position: Q1 2026 in Review

Heirloom Wealth Management sold out of Charles Schwab (SCHW) in Q1 2026, closing a stake of 4,013 shares — an estimated $401K sold.

Heirloom Wealth Management first reported a position in SCHW in Q4 2025 and held it in 1 quarter. The position peaked at $401K in Q4 2025. 2,320 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Heirloom Wealth Management reported no remaining Charles Schwab position as of Q1 2026 after selling out during the quarter.
  • Heirloom Wealth Management sold 4,013 Charles Schwab shares in Q1 2026, an estimated $401K.
  • Heirloom Wealth Management first reported a position in Charles Schwab in Q4 2025 and held it in 1 quarter.
  • Heirloom Wealth Management's Charles Schwab position peaked at $401K in Q4 2025.
  • 2,320 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.