LWM
SCHW

Liberty Wealth Management’s Charles Schwab SCHW Stock Holding History

Liberty 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 		$218K Hold
2,320
– – 0.03% 251
2026
Q1 		$218K Buy
2,320
+181
+8% +$17.8K 0.03% 251
2025
Q4 		$214K Sell
2,139
-9
-0.4% -$854 0.03% 236
2025
Q3 		$205K Buy
+2,148
New +$204K 0.03% 239
2024
Q3 		– Sell
-69,427
Closed -$110K – 255
2024
Q2 		$110K Buy
+69,427
New +$5.13M 0.02% 202
2021
Q4 		– Sell
-618
Closed -$45K – 921
2021
Q3 		$45K Buy
618
+2
+0.3% +$143 0.02% 449
2021
Q2 		$45K Sell
616
-152
-20% -$10.8K 0.02% 345
2021
Q1 		$41K Hold
768
– – 0.02% 317
2020
Q4 		$41K Buy
768
+210
+38% +$9.51K 0.02% 314
2020
Q3 		$20K Buy
558
+2
+0.4% +$70 0.01% 402
2020
Q2 		$19K Sell
556
-379
-41% -$13.6K 0.01% 387
2020
Q1 		$31K Sell
935
-187
-17% -$7.85K 0.03% 282
2019
Q4 		$53K Buy
1,122
+23
+2% +$1.01K 0.04% 234
2019
Q3 		$46K Sell
1,099
-5,651
-84% -$228K 0.04% 240
2019
Q2 		$271K Buy
6,750
+5,809
+617% +$253K 0.24% 85
2019
Q1 		$40K Sell
941
-258
-22% -$11.6K 0.03% 227
2018
Q4 		$49K Buy
+1,199
New +$54.2K 0.04% 189

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

Liberty Wealth Management's SCHW Position: Q2 2026 in Review

Liberty Wealth Management held its Charles Schwab (SCHW) position steady in Q2 2026 at 2,320 shares worth $218K. The position accounts for 0.03% of the portfolio, ranked #251.

Liberty Wealth Management first reported a position in SCHW in Q4 2018 and has held it in 17 quarters since. The position peaked at $271K in Q2 2019. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Liberty Wealth Management held 2,320 shares of Charles Schwab worth $218K as of Q2 2026.
  • Liberty Wealth Management left its Charles Schwab share count unchanged in Q2 2026.
  • Charles Schwab made up 0.03% of Liberty Wealth Management's portfolio in Q2 2026, its #251 holding.
  • Liberty Wealth Management first reported a position in Charles Schwab in Q4 2018 and has held it in 17 quarters since.
  • Liberty Wealth Management's Charles Schwab position peaked at $271K in Q2 2019.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.