MS
SCHW

Monetary Solutions’s Charles Schwab SCHW Stock Holding History

Monetary Solutions’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 		$9.23K Hold
100
– – 0.01% 214
2026
Q1 		$9.4K Hold
100
– – 0.01% 203
2025
Q4 		$9.99K Buy
+100
New +$9.49K 0.01% 196

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
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
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Monetary Solutions's SCHW Position: Q2 2026 in Review

Monetary Solutions held its Charles Schwab (SCHW) position steady in Q2 2026 at 100 shares worth $9.23K. The position accounts for 0.01% of the portfolio, ranked #214.

Monetary Solutions first reported a position in SCHW in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.99K in Q4 2025. 1,933 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Monetary Solutions held 100 shares of Charles Schwab worth $9.23K as of Q2 2026.
  • Monetary Solutions left its Charles Schwab share count unchanged in Q2 2026.
  • Charles Schwab made up 0.01% of Monetary Solutions's portfolio in Q2 2026, its #214 holding.
  • Monetary Solutions first reported a position in Charles Schwab in Q4 2025 and has held it in 3 quarters since.
  • Monetary Solutions's Charles Schwab position peaked at $9.99K in Q4 2025.
  • 1,933 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.