KW
SCHW

Keyvantage Wealth’s Charles Schwab SCHW Stock Holding History

Keyvantage 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 		$546K Buy
5,806
+536
+10% +$52.6K 0.24% 60
2025
Q4 		$527K Buy
5,270
+13
+0.2% +$1.23K 0.23% 59
2025
Q3 		$502K Sell
5,257
-28
-0.5% -$2.66K 0.21% 60
2025
Q2 		$482K Buy
5,285
+577
+12% +$48.3K 0.22% 60
2025
Q1 		$369K Sell
4,708
-748
-14% -$58.7K 0.18% 70
2024
Q4 		$404K Buy
+5,456
New +$408K 0.29% 61

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

Keyvantage Wealth's SCHW Position: Q1 2026 in Review

Keyvantage Wealth increased its Charles Schwab (SCHW) stake by 10% in Q1 2026, buying an estimated $52.6K and bringing the position to 5,806 shares worth $546K. The position accounts for 0.24% of the portfolio, ranked #60.

Keyvantage Wealth first reported a position in SCHW in Q4 2024 and has held it in 6 quarters since. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Keyvantage Wealth held 5,806 shares of Charles Schwab worth $546K as of Q1 2026.
  • Keyvantage Wealth bought 536 Charles Schwab shares in Q1 2026, an estimated $52.6K.
  • Charles Schwab made up 0.24% of Keyvantage Wealth's portfolio in Q1 2026, its #60 holding.
  • Keyvantage Wealth first reported a position in Charles Schwab in Q4 2024 and has held it in 6 quarters since.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Keyvantage Wealth's 13F filing for Q1 2026, filed 5 May 2026.