IWM
SCHW

IHT Wealth Management’s Charles Schwab SCHW Stock Holding History

IHT 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
Q2 		$743K Sell
8,056
-18
-0.2% -$1.64K 0.02% 696
2026
Q1 		$759K Buy
8,074
+843
+12% +$82.7K 0.02% 667
2025
Q4 		$723K Sell
7,231
-257
-3% -$24.4K 0.02% 641
2025
Q3 		$715K Buy
7,488
+285
+4% +$27.1K 0.02% 625
2025
Q2 		$657K Sell
7,203
-153
-2% -$12.8K 0.02% 623
2025
Q1 		$576K Sell
7,356
-158
-2% -$12.4K 0.02% 623
2024
Q4 		$556K Buy
7,514
+13
+0.2% +$973 0.02% 649
2024
Q3 		$485K Sell
7,501
-501
-6% -$32.9K 0.01% 733
2024
Q2 		$586K Sell
8,002
-382
-5% -$28.2K 0.02% 587
2024
Q1 		$606K Buy
8,384
+206
+3% +$13.6K 0.02% 570
2023
Q4 		$563K Buy
8,178
+128
+2% +$7.39K 0.03% 556
2023
Q3 		$442K Sell
8,050
-4,742
-37% -$287K 0.02% 592
2023
Q2 		$725K Buy
12,792
+4,758
+59% +$249K 0.04% 426
2023
Q1 		$421K Buy
8,034
+4,428
+123% +$324K 0.02% 563
2022
Q4 		$300K Sell
3,606
-328
-8% -$25.5K 0.02% 656
2022
Q3 		$283K Buy
+3,934
New +$273K 0.02% 646
2022
Q2 		– Sell
-2,415
Closed -$204K – 800
2022
Q1 		$204K Sell
2,415
-132
-5% -$11.6K 0.02% 709
2021
Q4 		$214K Sell
2,547
-4,673
-65% -$378K 0.02% 730
2021
Q3 		$526K Buy
7,220
+2,716
+60% +$194K 0.04% 413
2021
Q2 		$328K Buy
4,504
+1,167
+35% +$82.6K 0.02% 675
2021
Q1 		$218K Buy
+3,337
New +$202K 0.02% 740
2018
Q2 		– Sell
-1,796
Closed -$91K – 1178
2018
Q1 		$91K Buy
1,796
+100
+6% +$5.36K 0.02% 508
2017
Q4 		$89K Hold
1,696
– – 0.02% 524
2017
Q3 		$77K Sell
1,696
-1,033
-38% -$42.9K 0.03% 403
2017
Q2 		$83K Buy
2,729
+706
+35% +$28.3K 0.04% 380
2017
Q1 		$80K Sell
2,023
-1,146
-36% -$47.3K 0.05% 318
2016
Q4 		$127K Buy
+3,169
New +$113K 0.1% 230

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

IHT Wealth Management's SCHW Position: Q2 2026 in Review

IHT Wealth Management reduced its Charles Schwab (SCHW) stake by 0.22% in Q2 2026, selling an estimated $1.64K and leaving 8,056 shares worth $743K. The position accounts for 0.02% of the portfolio, ranked #696.

IHT Wealth Management first reported a position in SCHW in Q4 2016 and has held it in 27 quarters since. The position peaked at $759K in Q1 2026. 2,314 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • IHT Wealth Management held 8,056 shares of Charles Schwab worth $743K as of Q2 2026.
  • IHT Wealth Management sold 18 Charles Schwab shares in Q2 2026, an estimated $1.64K.
  • Charles Schwab made up 0.02% of IHT Wealth Management's portfolio in Q2 2026, its #696 holding.
  • IHT Wealth Management first reported a position in Charles Schwab in Q4 2016 and has held it in 27 quarters since.
  • IHT Wealth Management's Charles Schwab position peaked at $759K in Q1 2026.
  • 2,314 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.