Northwestern Mutual Wealth Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $50.1M | Buy |
542,634
+36,801
| +7% | +$3.36M | 0.03% | 295 |
|
|
2026
Q1 | $47.5M | Buy |
505,833
+339,046
| +203% | +$33.3M | 0.03% | 281 |
|
|
2025
Q4 | $16.7M | Buy |
166,787
+9,559
| +6% | +$907K | 0.01% | 455 |
|
|
2025
Q3 | $15M | Buy |
157,228
+15,860
| +11% | +$1.51M | 0.01% | 468 |
|
|
2025
Q2 | $12.9M | Buy |
141,368
+5,676
| +4% | +$475K | 0.01% | 468 |
|
|
2025
Q1 | $10.6M | Buy |
135,692
+5,132
| +4% | +$403K | 0.01% | 468 |
|
|
2024
Q4 | $9.66M | Buy |
130,560
+11,746
| +10% | +$879K | 0.01% | 471 |
|
|
2024
Q3 | $7.7M | Buy |
118,814
+5,319
| +5% | +$349K | 0.01% | 512 |
|
|
2024
Q2 | $8.36M | Sell |
113,495
-42,753
| -27% | -$3.16M | 0.01% | 464 |
|
|
2024
Q1 | $11.3M | Sell |
156,248
-497
| -0.3% | -$32.7K | 0.01% | 399 |
|
|
2023
Q4 | $10.8M | Sell |
156,745
-852
| -0.5% | -$49.2K | 0.01% | 385 |
|
|
2023
Q3 | $8.65M | Buy |
157,597
+19,400
| +14% | +$1.17M | 0.01% | 389 |
|
|
2023
Q2 | $7.83M | Buy |
138,197
+17,199
| +14% | +$901K | 0.01% | 411 |
|
|
2023
Q1 | $6.34M | Buy |
120,998
+49,281
| +69% | +$3.61M | 0.01% | 435 |
|
|
2022
Q4 | $5.97M | Buy |
71,717
+2,205
| +3% | +$171K | 0.01% | 425 |
|
|
2022
Q3 | $5M | Sell |
69,512
-345
| -0.5% | -$24K | 0.01% | 426 |
|
|
2022
Q2 | $4.41M | Buy |
69,857
+1,132
| +2% | +$78.1K | 0.01% | 449 |
|
|
2022
Q1 | $5.79M | Buy |
68,725
+11,443
| +20% | +$1.01M | 0.01% | 403 |
|
|
2021
Q4 | $4.82M | Buy |
57,282
+11,452
| +25% | +$926K | 0.01% | 418 |
|
|
2021
Q3 | $3.34M | Buy |
45,830
+721
| +2% | +$51.5K | 0.01% | 457 |
|
|
2021
Q2 | $3.28M | Sell |
45,109
-1,778
| -4% | -$126K | 0.01% | 451 |
|
|
2021
Q1 | $3.06M | Sell |
46,887
-1,443
| -3% | -$87.5K | 0.01% | 427 |
|
|
2020
Q4 | $2.56M | Buy |
48,330
+9,794
| +25% | +$443K | 0.01% | 424 |
|
|
2020
Q3 | $1.4M | Sell |
38,536
-4,024
| -9% | -$140K | ﹤0.01% | 508 |
|
|
2020
Q2 | $1.44M | Sell |
42,560
-10,597
| -20% | -$380K | ﹤0.01% | 468 |
|
|
2020
Q1 | $1.79M | Buy |
53,157
+7,656
| +17% | +$321K | 0.01% | 374 |
|
|
2019
Q4 | $2.16M | Sell |
45,501
-15,304
| -25% | -$675K | 0.01% | 385 |
|
|
2019
Q3 | $2.54M | Sell |
60,805
-217,575
| -78% | -$8.78M | 0.01% | 346 |
|
|
2019
Q2 | $11.2M | Sell |
278,380
-8,753
| -3% | -$381K | 0.05% | 168 |
|
|
2019
Q1 | $12.3M | Sell |
287,133
-4,362
| -1% | -$197K | 0.05% | 158 |
|
|
2018
Q4 | $12.1M | Sell |
291,495
-10,321
| -3% | -$467K | 0.06% | 147 |
|
|
2018
Q3 | $14.8M | Buy |
301,816
+3,259
| +1% | +$166K | 0.07% | 124 |
|
|
2018
Q2 | $15.3M | Buy |
298,557
+4,651
| +2% | +$258K | 0.09% | 114 |
|
|
2018
Q1 | $15.3M | Buy |
293,906
+15,670
| +6% | +$840K | 0.09% | 111 |
|
|
2017
Q4 | $14.3M | Buy |
278,236
+6,936
| +3% | +$326K | 0.09% | 113 |
|
|
2017
Q3 | $11.9M | Buy |
271,300
+10,905
| +4% | +$453K | 0.08% | 128 |
|
|
2017
Q2 | $11.2M | Buy |
260,395
+225,517
| +647% | +$9.03M | 0.09% | 129 |
|
|
2017
Q1 | $1.42M | Sell |
34,878
-2,847
| -8% | -$118K | 0.01% | 283 |
|
|
2016
Q4 | $1.49M | Buy |
+37,725
| New | +$1.35M | 0.02% | 282 |
|
|
2016
Q3 | – | Sell |
-28,790
| Closed | -$728K | – | 1283 |
|
|
2016
Q2 | $728K | Buy |
28,790
+40
| +0.1% | +$1.14K | 0.01% | 349 |
|
|
2016
Q1 | $806K | Buy |
28,750
+1,998
| +7% | +$52.7K | 0.01% | 312 |
|
|
2015
Q4 | $881K | Buy |
26,752
+3,607
| +16% | +$114K | 0.02% | 277 |
|
|
2015
Q3 | $661K | Buy |
23,145
+9,254
| +67% | +$297K | 0.02% | 304 |
|
|
2015
Q2 | $453K | Buy |
13,891
+4,456
| +47% | +$141K | 0.01% | 336 |
|
|
2015
Q1 | $287K | Buy |
9,435
+77
| +0.8% | +$2.23K | 0.01% | 397 |
|
|
2014
Q4 | $282K | Buy |
9,358
+3,146
| +51% | +$89.4K | 0.01% | 376 |
|
|
2014
Q3 | $182K | Buy |
6,212
+70
| +1% | +$1.98K | 0.01% | 419 |
|
|
2014
Q2 | $165K | Sell |
6,142
-22,277
| -78% | -$585K | 0.01% | 418 |
|
|
2014
Q1 | $777K | Sell |
28,419
-82,666
| -74% | -$2.16M | 0.03% | 233 |
|
|
2013
Q4 | $2.89M | Buy |
111,085
+2,585
| +2% | +$61.6K | 0.13% | 129 |
|
|
2013
Q3 | $2.29M | Buy |
108,500
+3,853
| +4% | +$83.8K | 0.12% | 135 |
|
|
2013
Q2 | $2.22M | Buy |
+104,647
| New | +$1.93M | 0.13% | 126 |
|
Other funds holding SCHW
Northwestern Mutual Wealth Management's SCHW Position: Q2 2026 in Review
Northwestern Mutual Wealth Management increased its Charles Schwab (SCHW) stake by 7.3% in Q2 2026, buying an estimated $3.36M and bringing the position to 542,634 shares worth $50.1M. The position accounts for 0.03% of the portfolio, ranked #295.
Northwestern Mutual Wealth Management first reported a position in SCHW in Q2 2013 and has held it in 52 quarters since. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.
- Northwestern Mutual Wealth Management held 542,634 shares of Charles Schwab worth $50.1M as of Q2 2026.
- Northwestern Mutual Wealth Management bought 36,801 Charles Schwab shares in Q2 2026, an estimated $3.36M.
- Charles Schwab made up 0.03% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #295 holding.
- Northwestern Mutual Wealth Management first reported a position in Charles Schwab in Q2 2013 and has held it in 52 quarters since.
- 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.
Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.