KFP
SCHW

Kerr Financial Planning’s Charles Schwab SCHW Stock Holding History

Kerr Financial Planning’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 		$66.3K Buy
719
+2
+0.3% +$182 0.07% 158
2026
Q1 		$65.3K Buy
717
+52
+8% +$5.1K 0.05% 159
2025
Q4 		$68.1K Sell
665
-252
-27% -$23.9K 0.09% 153
2025
Q3 		$86.1K Buy
+917
New +$87K 0.12% 128

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

Kerr Financial Planning's SCHW Position: Q2 2026 in Review

Kerr Financial Planning increased its Charles Schwab (SCHW) stake by 0.28% in Q2 2026, buying an estimated $182 and bringing the position to 719 shares worth $66.3K. The position accounts for 0.07% of the portfolio, ranked #158.

Kerr Financial Planning first reported a position in SCHW in Q3 2025 and has held it in 4 quarters since. The position peaked at $86.1K in Q3 2025. 2,302 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Kerr Financial Planning held 719 shares of Charles Schwab worth $66.3K as of Q2 2026.
  • Kerr Financial Planning bought 2 Charles Schwab shares in Q2 2026, an estimated $182.
  • Charles Schwab made up 0.07% of Kerr Financial Planning's portfolio in Q2 2026, its #158 holding.
  • Kerr Financial Planning first reported a position in Charles Schwab in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Charles Schwab position peaked at $86.1K in Q3 2025.
  • 2,302 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.