PWM
SCHW

Palacios Wealth Management’s Charles Schwab SCHW Stock Holding History

Palacios 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
Q1 		$496K Sell
5,416
-869
-14% -$85.2K 0.31% 44
2025
Q4 		$628K Sell
6,285
-438
-7% -$41.6K 0.48% 34
2025
Q3 		$642K Buy
6,723
+438
+7% +$41.6K 0.42% 38
2025
Q2 		$573K Buy
+6,285
New +$526K 0.47% 39

Other funds holding SCHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Palacios Wealth Management's SCHW Position: Q1 2026 in Review

Palacios Wealth Management reduced its Charles Schwab (SCHW) stake by 14% in Q1 2026, selling an estimated $85.2K and leaving 5,416 shares worth $496K. The position accounts for 0.31% of the portfolio, ranked #44.

Palacios Wealth Management first reported a position in SCHW in Q2 2025 and has held it in 4 quarters since. The position peaked at $642K in Q3 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Palacios Wealth Management held 5,416 shares of Charles Schwab worth $496K as of Q1 2026.
  • Palacios Wealth Management sold 869 Charles Schwab shares in Q1 2026, an estimated $85.2K.
  • Charles Schwab made up 0.31% of Palacios Wealth Management's portfolio in Q1 2026, its #44 holding.
  • Palacios Wealth Management first reported a position in Charles Schwab in Q2 2025 and has held it in 4 quarters since.
  • Palacios Wealth Management's Charles Schwab position peaked at $642K in Q3 2025.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Palacios Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.