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
Q2 		$595K Buy
6,454
+5
+0.1% +$456 0.14% 102
2026
Q1 		$606K Buy
+6,449
New +$632K 0.16% 97

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 $3.38T AUM 44.17% 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

Landmark Wealth Management (New York)'s SCHW Position: Q2 2026 in Review

Landmark Wealth Management (New York) increased its Charles Schwab (SCHW) stake by 0.08% in Q2 2026, buying an estimated $456 and bringing the position to 6,454 shares worth $595K. The position accounts for 0.14% of the portfolio, ranked #102.

Landmark Wealth Management (New York) first reported a position in SCHW in Q1 2026 and has held it in 2 quarters since. The position peaked at $606K in Q1 2026. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Landmark Wealth Management (New York) held 6,454 shares of Charles Schwab worth $595K as of Q2 2026.
  • Landmark Wealth Management (New York) bought 5 Charles Schwab shares in Q2 2026, an estimated $456.
  • Charles Schwab made up 0.14% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #102 holding.
  • Landmark Wealth Management (New York) first reported a position in Charles Schwab in Q1 2026 and has held it in 2 quarters since.
  • Landmark Wealth Management (New York)'s Charles Schwab position peaked at $606K in Q1 2026.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.