JPL Wealth Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHW
JPL Wealth Management's SCHW Position: Q2 2026 in Review
JPL Wealth Management increased its Charles Schwab (SCHW) stake by 6.2% in Q2 2026, buying an estimated $2.1K and bringing the position to 393 shares worth $36.3K. The position accounts for 0.01% of the portfolio, ranked #317.
JPL Wealth Management first reported a position in SCHW in Q3 2025 and has held it in 3 quarters since. The position peaked at $57.7K in Q3 2025. 2,311 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.
- JPL Wealth Management held 393 shares of Charles Schwab worth $36.3K as of Q2 2026.
- JPL Wealth Management bought 23 Charles Schwab shares in Q2 2026, an estimated $2.1K.
- Charles Schwab made up 0.01% of JPL Wealth Management's portfolio in Q2 2026, its #317 holding.
- JPL Wealth Management first reported a position in Charles Schwab in Q3 2025 and has held it in 3 quarters since.
- JPL Wealth Management's Charles Schwab position peaked at $57.7K in Q3 2025.
- 2,311 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.
Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.