IAG Wealth Partners’s Charles Schwab SCHW Stock Holding History

IAG Wealth Partners’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	$37.6K	Hold	400	–	–	﹤0.01%	235
2025 Q4	$40K	Hold	400	–	–	﹤0.01%	232
2025 Q3	$38.2K	Sell	400 -305	-43%	-$28.9K	﹤0.01%	243
2025 Q2	$64.3K	Hold	705	–	–	0.01%	185
2025 Q1	$55.2K	Hold	705	–	–	0.01%	189
2024 Q4	$52.2K	Hold	705	–	–	0.01%	187
2024 Q3	$45.7K	Sell	705 -138	-16%	-$9.06K	0.01%	194
2024 Q2	$62.1K	Hold	843	–	–	0.01%	160
2024 Q1	$61K	Buy	843 +473	+128%	+$31.1K	0.01%	153
2023 Q4	$25.5K	Hold	370	–	–	0.01%	211
2023 Q3	$20.3K	Hold	370	–	–	0.01%	225
2023 Q2	$21K	Hold	370	–	–	0.01%	236
2023 Q1	$19.4K	Hold	370	–	–	0.01%	230
2022 Q4	$30.8K	Sell	370 -125	-25%	-$9.7K	0.01%	174
2022 Q3	$36K	Buy	+495	New	+$34.4K	0.01%	154

Other funds holding SCHW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

IAG Wealth Partners's SCHW Position: Q1 2026 in Review

IAG Wealth Partners held its Charles Schwab (SCHW) position steady in Q1 2026 at 400 shares worth $37.6K. The position accounts for ﹤0.01% of the portfolio, ranked #235.

IAG Wealth Partners first reported a position in SCHW in Q3 2022 and has held it in 15 quarters since. The position peaked at $64.3K in Q2 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

IAG Wealth Partners held 400 shares of Charles Schwab worth $37.6K as of Q1 2026.
IAG Wealth Partners left its Charles Schwab share count unchanged in Q1 2026.
Charles Schwab made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #235 holding.
IAG Wealth Partners first reported a position in Charles Schwab in Q3 2022 and has held it in 15 quarters since.
IAG Wealth Partners's Charles Schwab position peaked at $64.3K in Q2 2025.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.