JWM
SCHW

JPL Wealth Management’s Charles Schwab SCHW Stock Holding History

JPL 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
Q1 		$34.8K Buy
+370
New +$36.3K 0.01% 293
2025
Q4 		– Sell
-604
Closed -$57.7K – 938
2025
Q3 		$57.7K Buy
+604
New +$57.3K 0.01% 236

Other funds holding SCHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JPL Wealth Management's SCHW Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Charles Schwab (SCHW) in Q1 2026: 370 shares worth $34.8K. The stake represents 0.01% of the portfolio and ranks #293 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in SCHW as recently as Q3 2025.

JPL Wealth Management first reported a position in SCHW in Q3 2025 and has held it in 2 quarters since. The position peaked at $57.7K in Q3 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • JPL Wealth Management held 370 shares of Charles Schwab worth $34.8K as of Q1 2026.
  • Charles Schwab was a new JPL Wealth Management position in Q1 2026.
  • Charles Schwab made up 0.01% of JPL Wealth Management's portfolio in Q1 2026, its #293 holding.
  • JPL Wealth Management first reported a position in Charles Schwab in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Charles Schwab position peaked at $57.7K in Q3 2025.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.