MWM
SCHW

Maridea Wealth Management’s Charles Schwab SCHW Stock Holding History

Maridea 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 		$490K Buy
+5,314
New +$485K 0.05% 305
2025
Q4 		– Sell
-3,171
Closed -$301K – 451
2025
Q3 		$301K Sell
3,171
-2,005
-39% -$190K 0.05% 324
2025
Q2 		$472K Buy
5,176
+1,818
+54% +$152K 0.12% 167
2025
Q1 		$263K Sell
3,358
-716
-18% -$56.2K 0.09% 188
2024
Q4 		$302K Buy
+4,074
New +$305K 0.1% 175

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

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

Maridea Wealth Management opened a new position in Charles Schwab (SCHW) in Q2 2026: 5,314 shares worth $490K. The stake represents 0.05% of the portfolio and ranks #305 among its holdings. This is a return to the name: Maridea Wealth Management previously reported a position in SCHW as recently as Q3 2025.

Maridea Wealth Management first reported a position in SCHW in Q4 2024 and has held it in 5 quarters since. 2,315 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Maridea Wealth Management held 5,314 shares of Charles Schwab worth $490K as of Q2 2026.
  • Charles Schwab was a new Maridea Wealth Management position in Q2 2026.
  • Charles Schwab made up 0.05% of Maridea Wealth Management's portfolio in Q2 2026, its #305 holding.
  • Maridea Wealth Management first reported a position in Charles Schwab in Q4 2024 and has held it in 5 quarters since.
  • 2,315 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

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