MBL Wealth
SCHW icon

MBL Wealth’s Charles Schwab SCHW Stock Holding History

MBL Wealth’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
Q3 		$308K Buy
+3,155
New +$332K 0.02% 460

Other funds holding SCHW

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

MBL Wealth's SCHW Position: Q3 2026 in Review

MBL Wealth opened a new position in Charles Schwab (SCHW) in Q3 2026: 3,155 shares worth $308K. The stake represents 0.02% of the portfolio and ranks #460 among its holdings.

1,918 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

  • MBL Wealth held 3,155 shares of Charles Schwab worth $308K as of Q3 2026.
  • Charles Schwab was a new MBL Wealth position in Q3 2026.
  • Charles Schwab made up 0.02% of MBL Wealth's portfolio in Q3 2026, its #460 holding.
  • 1,918 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.