MWM
SCHW

MOR Wealth Management’s Charles Schwab SCHW Stock Holding History

MOR 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 		$652K Buy
7,070
+3,295
+87% +$300K 0.26% 56
2026
Q1 		$355K Buy
3,775
+997
+36% +$97.8K 0.16% 67
2025
Q4 		$278K Buy
+2,778
New +$264K 0.13% 81

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

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

MOR Wealth Management increased its Charles Schwab (SCHW) stake by 87% in Q2 2026, buying an estimated $300K and bringing the position to 7,070 shares worth $652K. The position accounts for 0.26% of the portfolio, ranked #56.

MOR Wealth Management first reported a position in SCHW in Q4 2025 and has held it in 3 quarters since. 2,295 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • MOR Wealth Management held 7,070 shares of Charles Schwab worth $652K as of Q2 2026.
  • MOR Wealth Management bought 3,295 Charles Schwab shares in Q2 2026, an estimated $300K.
  • Charles Schwab made up 0.26% of MOR Wealth Management's portfolio in Q2 2026, its #56 holding.
  • MOR Wealth Management first reported a position in Charles Schwab in Q4 2025 and has held it in 3 quarters since.
  • 2,295 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on MOR Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.