Moran Wealth Management’s Charles Schwab SCHW Stock Holding History

Moran 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	–	Sell	-3,189	Closed	-$300K	–	544
2026 Q1	$300K	Buy	+3,189	New	+$313K	0.01%	415

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Moran Wealth Management sold out of Charles Schwab (SCHW) in Q2 2026, closing a stake of 3,189 shares — an estimated $300K sold.

Moran Wealth Management first reported a position in SCHW in Q1 2026 and held it in 1 quarter. The position peaked at $300K in Q1 2026. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Moran Wealth Management reported no remaining Charles Schwab position as of Q2 2026 after selling out during the quarter.
Moran Wealth Management sold 3,189 Charles Schwab shares in Q2 2026, an estimated $300K.
Moran Wealth Management first reported a position in Charles Schwab in Q1 2026 and held it in 1 quarter.
Moran Wealth Management's Charles Schwab position peaked at $300K in Q1 2026.
2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

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