Mosley Wealth Management’s Charles Schwab SCHW Stock Holding History

Mosley 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	$1.2K	Buy	+13	New	+$1.19K	﹤0.01%	550

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

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

Mosley Wealth Management opened a new position in Charles Schwab (SCHW) in Q2 2026: 13 shares worth $1.2K. The stake represents ﹤0.01% of the portfolio and ranks #550 among its holdings.

1,397 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Mosley Wealth Management held 13 shares of Charles Schwab worth $1.2K as of Q2 2026.
Charles Schwab was a new Mosley Wealth Management position in Q2 2026.
Charles Schwab made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #550 holding.
1,397 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.