MWM
SCHW

MorganRosel Wealth Management’s Charles Schwab SCHW Stock Holding History

MorganRosel 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
2025
Q3 		– Sell
-626
Closed -$57.1K – 306
2025
Q2 		$57.1K Sell
626
-42
-6% -$3.52K 0.02% 177
2025
Q1 		$52.3K Buy
+668
New +$52.4K 0.02% 163

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MorganRosel Wealth Management's SCHW Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Charles Schwab (SCHW) in Q3 2025, closing a stake of 626 shares — an estimated $57.1K sold.

MorganRosel Wealth Management first reported a position in SCHW in Q1 2025 and held it in 2 quarters. The position peaked at $57.1K in Q2 2025. 2,174 funds tracked by Wall St. Rank hold SCHW as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Charles Schwab position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 626 Charles Schwab shares in Q3 2025, an estimated $57.1K.
  • MorganRosel Wealth Management first reported a position in Charles Schwab in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's Charles Schwab position peaked at $57.1K in Q2 2025.
  • 2,174 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.