KMWM
SCHW

Keudell/Morrison Wealth Management’s Charles Schwab SCHW Stock Holding History

Keudell/Morrison 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 		– Sell
-2,221
Closed -$209K – 268
2026
Q1 		$209K Sell
2,221
-87
-4% -$8.53K 0.04% 231
2025
Q4 		$231K Buy
+2,308
New +$219K 0.05% 210

Other funds holding SCHW

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Keudell/Morrison Wealth Management's SCHW Position: Q2 2026 in Review

Keudell/Morrison Wealth Management sold out of Charles Schwab (SCHW) in Q2 2026, closing a stake of 2,221 shares — an estimated $209K sold.

Keudell/Morrison Wealth Management first reported a position in SCHW in Q4 2025 and held it in 2 quarters. The position peaked at $231K in Q4 2025. 384 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Keudell/Morrison Wealth Management reported no remaining Charles Schwab position as of Q2 2026 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 2,221 Charles Schwab shares in Q2 2026, an estimated $209K.
  • Keudell/Morrison Wealth Management first reported a position in Charles Schwab in Q4 2025 and held it in 2 quarters.
  • Keudell/Morrison Wealth Management's Charles Schwab position peaked at $231K in Q4 2025.
  • 384 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.