Peak Planning Group’s Charles Schwab SCHW Stock Holding History

Peak Planning 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
2026 Q2	$835K	Sell	9,047 -2,834	-24%	-$258K	0.19%	57
2026 Q1	$1.12M	Sell	11,881 -166	-1%	-$16.3K	0.31%	48
2025 Q4	$1.2M	Buy	+12,047	New	+$1.14M	0.34%	45
2025 Q2	–	Sell	-12,152	Closed	-$951K	–	124
2025 Q1	$951K	Buy	12,152 +20	+0.2%	+$1.57K	0.4%	42
2024 Q4	$898K	Buy	12,132 +10	+0.1%	+$748	0.37%	49
2024 Q3	$786K	Sell	12,122 -81	-0.7%	-$5.32K	0.34%	57
2024 Q2	$899K	Sell	12,203 -37	-0.3%	-$2.73K	0.44%	47
2024 Q1	$885K	Buy	12,240 +16	+0.1%	+$1.05K	0.55%	39
2023 Q4	$841K	Buy	12,224 +27	+0.2%	+$1.56K	0.61%	35
2023 Q3	$670K	Buy	12,197 +1,094	+10%	+$66.1K	0.52%	42
2023 Q2	$629K	Buy	11,103 +4,349	+64%	+$228K	0.47%	43
2023 Q1	$354K	Buy	6,754 +750	+12%	+$54.9K	0.29%	60
2022 Q4	$500K	Hold	6,004	–	–	0.44%	50
2022 Q3	$432K	Buy	+6,004	New	+$417K	0.4%	48

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Peak Planning Group's SCHW Position: Q2 2026 in Review

Peak Planning Group reduced its Charles Schwab (SCHW) stake by 24% in Q2 2026, selling an estimated $258K and leaving 9,047 shares worth $835K. The position accounts for 0.19% of the portfolio, ranked #57.

Peak Planning Group first reported a position in SCHW in Q3 2022 and has held it in 14 quarters since. The position peaked at $1.2M in Q4 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Peak Planning Group held 9,047 shares of Charles Schwab worth $835K as of Q2 2026.
Peak Planning Group sold 2,834 Charles Schwab shares in Q2 2026, an estimated $258K.
Charles Schwab made up 0.19% of Peak Planning Group's portfolio in Q2 2026, its #57 holding.
Peak Planning Group first reported a position in Charles Schwab in Q3 2022 and has held it in 14 quarters since.
Peak Planning Group's Charles Schwab position peaked at $1.2M in Q4 2025.
2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.