Pandora Wealth’s Charles Schwab SCHW Stock Holding History

Pandora Wealth’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
2025 Q4	$85.3K	Hold	854	–	–	0.05%	120
2025 Q3	$81.5K	Hold	854	–	–	0.05%	122
2025 Q2	$77.9K	Hold	854	–	–	0.05%	124
2025 Q1	$66.9K	Buy	+854	New	+$67K	0.04%	128

Other funds holding SCHW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Pandora Wealth's SCHW Position: Q4 2025 in Review

Pandora Wealth held its Charles Schwab (SCHW) position steady in Q4 2025 at 854 shares worth $85.3K. The position accounts for 0.05% of the portfolio, ranked #120.

Pandora Wealth first reported a position in SCHW in Q1 2025 and has held it in 4 quarters since. 2,316 funds tracked by Wall St. Rank hold SCHW as of Q4 2025.

Pandora Wealth held 854 shares of Charles Schwab worth $85.3K as of Q4 2025.
Pandora Wealth left its Charles Schwab share count unchanged in Q4 2025.
Charles Schwab made up 0.05% of Pandora Wealth's portfolio in Q4 2025, its #120 holding.
Pandora Wealth first reported a position in Charles Schwab in Q1 2025 and has held it in 4 quarters since.
2,316 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2025.

Based on Pandora Wealth's 13F filing for Q4 2025, filed 4 Feb 2026.