OBWG
SCHW

Onyx Bridge Wealth Group’s Charles Schwab SCHW Stock Holding History

Onyx Bridge Wealth Group’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 		$279K Sell
3,026
-78
-3% -$7.11K 0.03% 318
2026
Q1 		$292K Buy
3,104
+46
+2% +$4.51K 0.03% 299
2025
Q4 		$306K Buy
3,058
+38
+1% +$3.6K 0.03% 285
2025
Q3 		$288K Buy
3,020
+169
+6% +$16K 0.03% 285
2025
Q2 		$260K Buy
2,851
+194
+7% +$16.2K 0.03% 249
2025
Q1 		$208K Buy
+2,657
New +$209K 0.03% 261

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 $3.37T AUM 44.26% 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

Onyx Bridge Wealth Group's SCHW Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its Charles Schwab (SCHW) stake by 2.5% in Q2 2026, selling an estimated $7.11K and leaving 3,026 shares worth $279K. The position accounts for 0.03% of the portfolio, ranked #318.

Onyx Bridge Wealth Group first reported a position in SCHW in Q1 2025 and has held it in 6 quarters since. The position peaked at $306K in Q4 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Onyx Bridge Wealth Group held 3,026 shares of Charles Schwab worth $279K as of Q2 2026.
  • Onyx Bridge Wealth Group sold 78 Charles Schwab shares in Q2 2026, an estimated $7.11K.
  • Charles Schwab made up 0.03% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #318 holding.
  • Onyx Bridge Wealth Group first reported a position in Charles Schwab in Q1 2025 and has held it in 6 quarters since.
  • Onyx Bridge Wealth Group's Charles Schwab position peaked at $306K in Q4 2025.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.