PAG
SCHW

Paladin Advisory Group’s Charles Schwab SCHW Stock Holding History

Paladin Advisory 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
2023
Q1 		– Sell
-52
Closed -$4.33K – 448
2022
Q4 		$4.33K Hold
52
– – ﹤0.01% 240
2022
Q3 		$3K Hold
52
– – ﹤0.01% 253
2022
Q2 		$3K Buy
+52
New +$3.59K ﹤0.01% 259
2022
Q1 		– Sell
-52
Closed -$4K – 465
2021
Q4 		$4K Buy
+52
New +$4.21K ﹤0.01% 257

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

Paladin Advisory Group's SCHW Position: Q1 2026 in Review

Paladin Advisory Group held its Charles Schwab (SCHW) position steady in Q1 2026 at 52 shares worth $4.89K. The position accounts for ﹤0.01% of the portfolio, ranked #219.

Paladin Advisory Group first reported a position in SCHW in Q1 2022 and has held it in 14 quarters since. The position peaked at $5.2K in Q4 2025. 2,320 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Paladin Advisory Group held 52 shares of Charles Schwab worth $4.89K as of Q1 2026.
  • Paladin Advisory Group left its Charles Schwab share count unchanged in Q1 2026.
  • Charles Schwab made up ﹤0.01% of Paladin Advisory Group's portfolio in Q1 2026, its #219 holding.
  • Paladin Advisory Group first reported a position in Charles Schwab in Q1 2022 and has held it in 14 quarters since.
  • Paladin Advisory Group's Charles Schwab position peaked at $5.2K in Q4 2025.
  • 2,320 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.