LWMNY
SCHW

Landmark Wealth Management (New York)’s Charles Schwab SCHW Stock Holding History

Landmark Wealth Management (New York)’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 		$606K Buy
+6,449
New +$632K 0.16% 97
2022
Q2 		– Sell
-1,561
Closed -$1.56K – 152
2022
Q1 		$1.56K Buy
+1,561
New +$137K ﹤0.01% 87

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

Landmark Wealth Management (New York)'s SCHW Position: Q1 2026 in Review

Landmark Wealth Management (New York) opened a new position in Charles Schwab (SCHW) in Q1 2026: 6,449 shares worth $606K. The stake represents 0.16% of the portfolio and ranks #97 among its holdings. This is a return to the name: Landmark Wealth Management (New York) previously reported a position in SCHW as recently as Q1 2022.

Landmark Wealth Management (New York) first reported a position in SCHW in Q1 2022 and has held it in 2 quarters since. 2,321 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Landmark Wealth Management (New York) held 6,449 shares of Charles Schwab worth $606K as of Q1 2026.
  • Charles Schwab was a new Landmark Wealth Management (New York) position in Q1 2026.
  • Charles Schwab made up 0.16% of Landmark Wealth Management (New York)'s portfolio in Q1 2026, its #97 holding.
  • Landmark Wealth Management (New York) first reported a position in Charles Schwab in Q1 2022 and has held it in 2 quarters since.
  • 2,321 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q1 2026, filed 29 Apr 2026.