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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Maridea Wealth Management's SCHW Position: Q4 2025 in Review

Maridea Wealth Management sold out of Charles Schwab (SCHW) in Q4 2025, closing a stake of 3,171 shares — an estimated $301K sold.

Maridea Wealth Management first reported a position in SCHW in Q4 2024 and held it in 4 quarters. The position peaked at $472K in Q2 2025. 2,317 funds tracked by Wall St. Rank hold SCHW as of Q4 2025.

  • Maridea Wealth Management reported no remaining Charles Schwab position as of Q4 2025 after selling out during the quarter.
  • Maridea Wealth Management sold 3,171 Charles Schwab shares in Q4 2025, an estimated $301K.
  • Maridea Wealth Management first reported a position in Charles Schwab in Q4 2024 and held it in 4 quarters.
  • Maridea Wealth Management's Charles Schwab position peaked at $472K in Q2 2025.
  • 2,317 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2025.

Based on Maridea Wealth Management's 13F filing for Q4 2025, filed 8 Jan 2026.