HWM
SCHW

Hemington Wealth Management’s Charles Schwab SCHW Stock Holding History

Hemington 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
2025
Q3 		$176K Buy
1,847
+118
+7% +$11.2K 0.02% 162
2025
Q2 		$157K Buy
1,729
+263
+18% +$22K 0.02% 164
2025
Q1 		$114K Buy
1,466
+96
+7% +$7.54K 0.02% 184
2024
Q4 		$101K Buy
1,370
+114
+9% +$8.53K 0.03% 192
2024
Q3 		$88K Buy
+1,256
New +$82.5K 0.02% 202

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hemington Wealth Management's SCHW Position: Q3 2025 in Review

Hemington Wealth Management increased its Charles Schwab (SCHW) stake by 6.8% in Q3 2025, buying an estimated $11.2K and bringing the position to 1,847 shares worth $176K. The position accounts for 0.02% of the portfolio, ranked #162.

Hemington Wealth Management first reported a position in SCHW in Q3 2024 and has held it in 5 quarters since. 2,168 funds tracked by Wall St. Rank hold SCHW as of Q3 2025.

  • Hemington Wealth Management held 1,847 shares of Charles Schwab worth $176K as of Q3 2025.
  • Hemington Wealth Management bought 118 Charles Schwab shares in Q3 2025, an estimated $11.2K.
  • Charles Schwab made up 0.02% of Hemington Wealth Management's portfolio in Q3 2025, its #162 holding.
  • Hemington Wealth Management first reported a position in Charles Schwab in Q3 2024 and has held it in 5 quarters since.
  • 2,168 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.