IP
SCHW

Ignite Planners’s Charles Schwab SCHW Stock Holding History

Ignite Planners’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 		$211K Sell
2,283
-36
-2% -$3.28K 0.03% 402
2026
Q1 		$218K Buy
2,319
+43
+2% +$4.22K 0.03% 368
2025
Q4 		$237K Buy
2,276
+2
+0.1% +$190 0.04% 361
2025
Q3 		$217K Buy
2,274
+1
+0% +$95 0.04% 348
2025
Q2 		$218K Buy
+2,273
New +$190K 0.04% 334

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

Ignite Planners's SCHW Position: Q2 2026 in Review

Ignite Planners reduced its Charles Schwab (SCHW) stake by 1.6% in Q2 2026, selling an estimated $3.28K and leaving 2,283 shares worth $211K. The position accounts for 0.03% of the portfolio, ranked #402.

Ignite Planners first reported a position in SCHW in Q2 2025 and has held it in 5 quarters since. The position peaked at $237K in Q4 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Ignite Planners held 2,283 shares of Charles Schwab worth $211K as of Q2 2026.
  • Ignite Planners sold 36 Charles Schwab shares in Q2 2026, an estimated $3.28K.
  • Charles Schwab made up 0.03% of Ignite Planners's portfolio in Q2 2026, its #402 holding.
  • Ignite Planners first reported a position in Charles Schwab in Q2 2025 and has held it in 5 quarters since.
  • Ignite Planners's Charles Schwab position peaked at $237K in Q4 2025.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Ignite Planners's 13F filing for Q2 2026, filed 23 Jul 2026.