PWM
SCHW

Parkworth Wealth Management’s Charles Schwab SCHW Stock Holding History

Parkworth 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
2025
Q2 		$3.56K Buy
39
+27
+225% +$2.26K ﹤0.01% 201
2025
Q1 		$939 Hold
12
– – ﹤0.01% 274
2024
Q4 		$888 Buy
+12
New +$898 ﹤0.01% 304

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parkworth Wealth Management's SCHW Position: Q2 2025 in Review

Parkworth Wealth Management increased its Charles Schwab (SCHW) stake by 225% in Q2 2025, buying an estimated $2.26K and bringing the position to 39 shares worth $3.56K. The position accounts for ﹤0.01% of the portfolio, ranked #201.

Parkworth Wealth Management first reported a position in SCHW in Q4 2024 and has held it in 3 quarters since. 2,139 funds tracked by Wall St. Rank hold SCHW as of Q2 2025.

  • Parkworth Wealth Management held 39 shares of Charles Schwab worth $3.56K as of Q2 2025.
  • Parkworth Wealth Management bought 27 Charles Schwab shares in Q2 2025, an estimated $2.26K.
  • Charles Schwab made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #201 holding.
  • Parkworth Wealth Management first reported a position in Charles Schwab in Q4 2024 and has held it in 3 quarters since.
  • 2,139 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.