PWP
SCHW

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
Q2 		$310K Sell
3,364
-15,665
-82% -$1.43M 0.01% 176
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Perfromance Wealth Partners's SCHW Position: Q2 2026 in Review

Perfromance Wealth Partners reduced its Charles Schwab (SCHW) stake by 82% in Q2 2026, selling an estimated $1.43M and leaving 3,364 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #176.

Perfromance Wealth Partners first reported a position in SCHW in Q1 2022 and has held it in 4 quarters since. The position peaked at $1.79M in Q1 2026. 2,311 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Perfromance Wealth Partners held 3,364 shares of Charles Schwab worth $310K as of Q2 2026.
  • Perfromance Wealth Partners sold 15,665 Charles Schwab shares in Q2 2026, an estimated $1.43M.
  • Charles Schwab made up 0.01% of Perfromance Wealth Partners's portfolio in Q2 2026, its #176 holding.
  • Perfromance Wealth Partners first reported a position in Charles Schwab in Q1 2022 and has held it in 4 quarters since.
  • Perfromance Wealth Partners's Charles Schwab position peaked at $1.79M in Q1 2026.
  • 2,311 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.