IFWM
SCHW

Institute for Wealth Management’s Charles Schwab SCHW Stock Holding History

Institute for 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 		$1M Sell
10,886
-159
-1% -$14.5K 0.09% 199
2026
Q1 		$1.04M Buy
11,045
+14
+0.1% +$1.37K 0.11% 192
2025
Q4 		$1.1M Sell
11,031
-189
-2% -$17.9K 0.12% 177
2025
Q3 		$1.07M Sell
11,220
-42
-0.4% -$3.99K 0.11% 185
2025
Q2 		$1.03M Sell
11,262
-23
-0.2% -$1.93K 0.11% 189
2025
Q1 		$883K Sell
11,285
-3
-0% -$235 0.11% 203
2024
Q4 		$835K Sell
11,288
-173
-2% -$12.9K 0.1% 207
2024
Q3 		$743K Buy
11,461
+2,801
+32% +$184K 0.09% 226
2024
Q2 		$638K Buy
8,660
+121
+1% +$8.94K 0.09% 235
2024
Q1 		$618K Buy
8,539
+1,431
+20% +$94.2K 0.08% 247
2023
Q4 		$489K Buy
7,108
+1,562
+28% +$90.2K 0.08% 273
2023
Q3 		$304K Sell
5,546
-260
-4% -$15.7K 0.05% 345
2023
Q2 		$329K Buy
5,806
+1,298
+29% +$68K 0.06% 344
2023
Q1 		$236K Buy
4,508
+225
+5% +$16.5K 0.05% 402
2022
Q4 		$357K Sell
4,283
-47
-1% -$3.65K 0.08% 322
2022
Q3 		$311K Sell
4,330
-30
-0.7% -$2.08K 0.07% 331
2022
Q2 		$275K Buy
4,360
+142
+3% +$9.79K 0.05% 415
2022
Q1 		$356K Buy
4,218
+59
+1% +$5.19K 0.06% 373
2021
Q4 		$350K Buy
4,159
+127
+3% +$10.3K 0.06% 343
2021
Q3 		$294K Hold
4,032
– – 0.05% 383
2021
Q2 		$294K Sell
4,032
-65
-2% -$4.6K 0.05% 379
2021
Q1 		$267K Sell
4,097
-30
-0.7% -$1.82K 0.05% 382
2020
Q4 		$219K Buy
+4,127
New +$187K 0.04% 410
2018
Q1 		– Sell
-4,283
Closed -$220K – 377
2017
Q4 		$220K Buy
+4,283
New +$201K 0.05% 346
2017
Q3 		– Sell
-5,201
Closed -$222K – 372
2017
Q2 		$222K Buy
+5,201
New +$208K 0.06% 359

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

Institute for Wealth Management's SCHW Position: Q2 2026 in Review

Institute for Wealth Management reduced its Charles Schwab (SCHW) stake by 1.4% in Q2 2026, selling an estimated $14.5K and leaving 10,886 shares worth $1M. The position accounts for 0.09% of the portfolio, ranked #199.

Institute for Wealth Management first reported a position in SCHW in Q2 2017 and has held it in 25 quarters since. The position peaked at $1.1M in Q4 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Institute for Wealth Management held 10,886 shares of Charles Schwab worth $1M as of Q2 2026.
  • Institute for Wealth Management sold 159 Charles Schwab shares in Q2 2026, an estimated $14.5K.
  • Charles Schwab made up 0.09% of Institute for Wealth Management's portfolio in Q2 2026, its #199 holding.
  • Institute for Wealth Management first reported a position in Charles Schwab in Q2 2017 and has held it in 25 quarters since.
  • Institute for Wealth Management's Charles Schwab position peaked at $1.1M in Q4 2025.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.