MBFW
SCHW

Morton Brown Family Wealth’s Charles Schwab SCHW Stock Holding History

Morton Brown Family 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
Q2 		$1.01K Buy
+11
New +$1K ﹤0.01% 310
2025
Q3 		– Sell
-58
Closed -$5.29K – 314
2025
Q2 		$5.29K Hold
58
– – ﹤0.01% 235
2025
Q1 		$4.54K Buy
+58
New +$4.55K ﹤0.01% 240
2022
Q4 		– Sell
-22
Closed -$2K – 214
2022
Q3 		$2K Buy
+22
New +$1.53K ﹤0.01% 177
2022
Q1 		– Sell
-11
Closed -$1K – 197
2021
Q4 		$1K Buy
+11
New +$890 ﹤0.01% 208

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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

Morton Brown Family Wealth's SCHW Position: Q2 2026 in Review

Morton Brown Family Wealth opened a new position in Charles Schwab (SCHW) in Q2 2026: 11 shares worth $1.01K. The stake represents ﹤0.01% of the portfolio and ranks #310 among its holdings. This is a return to the name: Morton Brown Family Wealth previously reported a position in SCHW as recently as Q2 2025.

Morton Brown Family Wealth first reported a position in SCHW in Q4 2021 and has held it in 5 quarters since. The position peaked at $5.29K in Q2 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Morton Brown Family Wealth held 11 shares of Charles Schwab worth $1.01K as of Q2 2026.
  • Charles Schwab was a new Morton Brown Family Wealth position in Q2 2026.
  • Charles Schwab made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #310 holding.
  • Morton Brown Family Wealth first reported a position in Charles Schwab in Q4 2021 and has held it in 5 quarters since.
  • Morton Brown Family Wealth's Charles Schwab position peaked at $5.29K in Q2 2025.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.