Merited Wealth’s Charles Schwab SCHW Stock Holding History

Merited 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 Q1	–	Sell	-37	Closed	-$3.7K	–	244
2025 Q4	$3.7K	Buy	+37	New	+$3.51K	﹤0.01%	236

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Merited Wealth's SCHW Position: Q1 2026 in Review

Merited Wealth sold out of Charles Schwab (SCHW) in Q1 2026, closing a stake of 37 shares — an estimated $3.7K sold.

Merited Wealth first reported a position in SCHW in Q4 2025 and held it in 1 quarter. The position peaked at $3.7K in Q4 2025. 2,332 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Merited Wealth reported no remaining Charles Schwab position as of Q1 2026 after selling out during the quarter.
Merited Wealth sold 37 Charles Schwab shares in Q1 2026, an estimated $3.7K.
Merited Wealth first reported a position in Charles Schwab in Q4 2025 and held it in 1 quarter.
Merited Wealth's Charles Schwab position peaked at $3.7K in Q4 2025.
2,332 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Merited Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.