MFWP
SCHW

Mosaic Family Wealth Partners’s Charles Schwab SCHW Stock Holding History

Mosaic Family Wealth Partners’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 		$705K Buy
+7,643
New +$697K 0.05% 248

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Dodge & Cox
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State Street
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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

Mosaic Family Wealth Partners's SCHW Position: Q2 2026 in Review

Mosaic Family Wealth Partners opened a new position in Charles Schwab (SCHW) in Q2 2026: 7,643 shares worth $705K. The stake represents 0.05% of the portfolio and ranks #248 among its holdings.

2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Mosaic Family Wealth Partners held 7,643 shares of Charles Schwab worth $705K as of Q2 2026.
  • Charles Schwab was a new Mosaic Family Wealth Partners position in Q2 2026.
  • Charles Schwab made up 0.05% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #248 holding.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.