OCWP
SCHW

Owl Creek Wealth Partners’s Charles Schwab SCHW Stock Holding History

Owl Creek 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 		$57.8K Hold
626
– – 0.02% 324
2026
Q1 		$58.8K Buy
+626
New +$61.4K 0.02% 288

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State Street
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JP Morgan Chase
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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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Owl Creek Wealth Partners's SCHW Position: Q2 2026 in Review

Owl Creek Wealth Partners held its Charles Schwab (SCHW) position steady in Q2 2026 at 626 shares worth $57.8K. The position accounts for 0.02% of the portfolio, ranked #324.

Owl Creek Wealth Partners first reported a position in SCHW in Q1 2026 and has held it in 2 quarters since. The position peaked at $58.8K in Q1 2026. 2,201 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Owl Creek Wealth Partners held 626 shares of Charles Schwab worth $57.8K as of Q2 2026.
  • Owl Creek Wealth Partners left its Charles Schwab share count unchanged in Q2 2026.
  • Charles Schwab made up 0.02% of Owl Creek Wealth Partners's portfolio in Q2 2026, its #324 holding.
  • Owl Creek Wealth Partners first reported a position in Charles Schwab in Q1 2026 and has held it in 2 quarters since.
  • Owl Creek Wealth Partners's Charles Schwab position peaked at $58.8K in Q1 2026.
  • 2,201 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Owl Creek Wealth Partners's 13F filing for Q2 2026, filed 20 Jul 2026.