MCWA
SCHW

Meadow Creek Wealth Advisors’s Charles Schwab SCHW Stock Holding History

Meadow Creek Wealth Advisors’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 		– Sell
-2,593
Closed -$244K – 151
2026
Q1 		$244K Buy
+2,593
New +$254K 0.16% 121
2025
Q3 		– Sell
-2,653
Closed -$242K – 149
2025
Q2 		$242K Buy
+2,653
New +$222K 0.16% 125

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

Meadow Creek Wealth Advisors's SCHW Position: Q2 2026 in Review

Meadow Creek Wealth Advisors sold out of Charles Schwab (SCHW) in Q2 2026, closing a stake of 2,593 shares — an estimated $244K sold.

Meadow Creek Wealth Advisors first reported a position in SCHW in Q2 2025 and held it in 2 quarters. The position peaked at $244K in Q1 2026. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Meadow Creek Wealth Advisors reported no remaining Charles Schwab position as of Q2 2026 after selling out during the quarter.
  • Meadow Creek Wealth Advisors sold 2,593 Charles Schwab shares in Q2 2026, an estimated $244K.
  • Meadow Creek Wealth Advisors first reported a position in Charles Schwab in Q2 2025 and held it in 2 quarters.
  • Meadow Creek Wealth Advisors's Charles Schwab position peaked at $244K in Q1 2026.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Meadow Creek Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.