Parcion Private Wealth’s Charles Schwab SCHW Stock Holding History

Parcion Private 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
2026 Q1	$504K	Buy	5,362 +5	+0.1%	+$490	0.03%	229
2025 Q4	$535K	Buy	5,357 +52	+1%	+$4.93K	0.03%	223
2025 Q3	$506K	Buy	5,305 +720	+16%	+$68.3K	0.03%	194
2025 Q2	$418K	Sell	4,585 -963	-17%	-$80.6K	0.03%	187
2025 Q1	$434K	Buy	+5,548	New	+$435K	0.04%	175

Other funds holding SCHW

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Parcion Private Wealth's SCHW Position: Q1 2026 in Review

Parcion Private Wealth increased its Charles Schwab (SCHW) stake by 0.09% in Q1 2026, buying an estimated $490 and bringing the position to 5,362 shares worth $504K. The position accounts for 0.03% of the portfolio, ranked #229.

Parcion Private Wealth first reported a position in SCHW in Q1 2025 and has held it in 5 quarters since. The position peaked at $535K in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Parcion Private Wealth held 5,362 shares of Charles Schwab worth $504K as of Q1 2026.
Parcion Private Wealth bought 5 Charles Schwab shares in Q1 2026, an estimated $490.
Charles Schwab made up 0.03% of Parcion Private Wealth's portfolio in Q1 2026, its #229 holding.
Parcion Private Wealth first reported a position in Charles Schwab in Q1 2025 and has held it in 5 quarters since.
Parcion Private Wealth's Charles Schwab position peaked at $535K in Q4 2025.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Parcion Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.