Kaufman Rossin Wealth’s Charles Schwab SCHW Stock Holding History

Kaufman Rossin Wealth’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	–	Sell	-2,039	Closed	-$204K	–	149
2025 Q4	$204K	Buy	+2,039	New	+$193K	0.11%	154

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Kaufman Rossin Wealth's SCHW Position: Q1 2026 in Review

Kaufman Rossin Wealth sold out of Charles Schwab (SCHW) in Q1 2026, closing a stake of 2,039 shares — an estimated $204K sold.

Kaufman Rossin Wealth first reported a position in SCHW in Q4 2025 and held it in 1 quarter. The position peaked at $204K in Q4 2025. 2,326 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Kaufman Rossin Wealth reported no remaining Charles Schwab position as of Q1 2026 after selling out during the quarter.
Kaufman Rossin Wealth sold 2,039 Charles Schwab shares in Q1 2026, an estimated $204K.
Kaufman Rossin Wealth first reported a position in Charles Schwab in Q4 2025 and held it in 1 quarter.
Kaufman Rossin Wealth's Charles Schwab position peaked at $204K in Q4 2025.
2,326 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.