LWM
SCHW

LongView Wealth Management’s Charles Schwab SCHW Stock Holding History

LongView 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
2025
Q3 		– Sell
-3,309
Closed -$302K – 227
2025
Q2 		$302K Buy
3,309
+10
+0.3% +$837 0.09% 168
2025
Q1 		$258K Buy
3,299
+11
+0.3% +$863 0.08% 180
2024
Q4 		$243K Sell
3,288
-251
-7% -$18.8K 0.07% 181
2024
Q3 		$229K Sell
3,539
-392
-10% -$25.8K 0.07% 182
2024
Q2 		$290K Buy
3,931
+7
+0.2% +$517 0.11% 150
2024
Q1 		$284K Buy
3,924
+8
+0.2% +$527 0.11% 148
2023
Q4 		$261K Buy
+3,916
New +$226K 0.12% 147

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LongView Wealth Management's SCHW Position: Q3 2025 in Review

LongView Wealth Management sold out of Charles Schwab (SCHW) in Q3 2025, closing a stake of 3,309 shares — an estimated $302K sold.

LongView Wealth Management first reported a position in SCHW in Q4 2023 and held it in 7 quarters. The position peaked at $302K in Q2 2025. 2,172 funds tracked by Wall St. Rank hold SCHW as of Q3 2025.

  • LongView Wealth Management reported no remaining Charles Schwab position as of Q3 2025 after selling out during the quarter.
  • LongView Wealth Management sold 3,309 Charles Schwab shares in Q3 2025, an estimated $302K.
  • LongView Wealth Management first reported a position in Charles Schwab in Q4 2023 and held it in 7 quarters.
  • LongView Wealth Management's Charles Schwab position peaked at $302K in Q2 2025.
  • 2,172 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2025.

Based on LongView Wealth Management's 13F filing for Q3 2025, filed 14 Oct 2025.