MWM
SCHW

Meridian Wealth Management’s Charles Schwab SCHW Stock Holding History

Meridian 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 		$505K Buy
5,472
+172
+3% +$15.7K 0.02% 541
2026
Q1 		$498K Sell
5,300
-1,221
-19% -$120K 0.02% 515
2025
Q4 		$652K Buy
6,521
+1,386
+27% +$131K 0.02% 439
2025
Q3 		$490K Buy
5,135
+66
+1% +$6.26K 0.02% 481
2025
Q2 		$462K Sell
5,069
-1,123
-18% -$94K 0.02% 464
2025
Q1 		$485K Buy
6,192
+136
+2% +$10.7K 0.02% 415
2024
Q4 		$448K Sell
6,056
-3,759
-38% -$281K 0.02% 431
2024
Q3 		$636K Buy
+9,815
New +$645K 0.03% 370
2024
Q1 		– Sell
-9,762
Closed -$672K – 455
2023
Q4 		$672K Sell
9,762
-3,708
-28% -$214K 0.04% 328
2023
Q3 		$739K Buy
13,470
+7,034
+109% +$425K 0.05% 289
2023
Q2 		$365K Buy
+6,436
New +$337K 0.03% 389
2023
Q1 		– Sell
-4,980
Closed -$415K – 561
2022
Q4 		$415K Sell
4,980
-4,727
-49% -$367K 0.04% 340
2022
Q3 		$698K Buy
9,707
+69
+0.7% +$4.79K 0.08% 230
2022
Q2 		$609K Buy
+9,638
New +$665K 0.05% 314
2019
Q3 		– Sell
-2,190
Closed -$88K – 426
2019
Q2 		$88K Buy
+2,190
New +$95.4K 0.04% 293

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

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

Meridian Wealth Management increased its Charles Schwab (SCHW) stake by 3.2% in Q2 2026, buying an estimated $15.7K and bringing the position to 5,472 shares worth $505K. The position accounts for 0.02% of the portfolio, ranked #541.

Meridian Wealth Management first reported a position in SCHW in Q2 2019 and has held it in 15 quarters since. The position peaked at $739K in Q3 2023. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Meridian Wealth Management held 5,472 shares of Charles Schwab worth $505K as of Q2 2026.
  • Meridian Wealth Management bought 172 Charles Schwab shares in Q2 2026, an estimated $15.7K.
  • Charles Schwab made up 0.02% of Meridian Wealth Management's portfolio in Q2 2026, its #541 holding.
  • Meridian Wealth Management first reported a position in Charles Schwab in Q2 2019 and has held it in 15 quarters since.
  • Meridian Wealth Management's Charles Schwab position peaked at $739K in Q3 2023.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.