Perfromance Wealth Partners’s Charles Schwab SCHW Stock Holding History

Perfromance Wealth Partners’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	$1.79M	Buy	19,029 +11,240	+144%	+$1.1M	0.05%	65
2025 Q4	$778K	Buy	+7,789	New	+$739K	0.02%	91
2022 Q2	–	Sell	-2,834	Closed	-$239K	–	179
2022 Q1	$239K	Buy	+2,834	New	+$249K	0.01%	154

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

Perfromance Wealth Partners's SCHW Position: Q1 2026 in Review

Perfromance Wealth Partners increased its Charles Schwab (SCHW) stake by 144% in Q1 2026, buying an estimated $1.1M and bringing the position to 19,029 shares worth $1.79M. The position accounts for 0.05% of the portfolio, ranked #65.

Perfromance Wealth Partners first reported a position in SCHW in Q1 2022 and has held it in 3 quarters since. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Perfromance Wealth Partners held 19,029 shares of Charles Schwab worth $1.79M as of Q1 2026.
Perfromance Wealth Partners bought 11,240 Charles Schwab shares in Q1 2026, an estimated $1.1M.
Charles Schwab made up 0.05% of Perfromance Wealth Partners's portfolio in Q1 2026, its #65 holding.
Perfromance Wealth Partners first reported a position in Charles Schwab in Q1 2022 and has held it in 3 quarters since.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.