PCS
SCHW

Personal CFO Solutions’s Charles Schwab SCHW Stock Holding History

Personal CFO Solutions’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 		$1.16M Buy
12,622
+618
+5% +$56.4K 0.17% 103
2026
Q1 		$1.13M Sell
12,004
-3
-0% -$294 0.16% 113
2025
Q4 		$1.2M Buy
12,007
+716
+6% +$67.9K 0.19% 97
2025
Q3 		$1.08M Sell
11,291
-300
-3% -$28.5K 0.19% 106
2025
Q2 		$1.06M Buy
11,591
+134
+1% +$11.2K 0.2% 101
2025
Q1 		$897K Buy
11,457
+221
+2% +$17.3K 0.18% 115
2024
Q4 		$832K Buy
11,236
+130
+1% +$9.73K 0.16% 123
2024
Q3 		$720K Sell
11,106
-791
-7% -$52K 0.1% 199
2024
Q2 		$877K Sell
11,897
-368
-3% -$27.2K 0.13% 143
2024
Q1 		$887K Buy
12,265
+580
+5% +$38.2K 0.14% 142
2023
Q4 		$804K Buy
11,685
+2,291
+24% +$132K 0.14% 156
2023
Q3 		$516K Buy
9,394
+1,665
+22% +$101K 0.1% 192
2023
Q2 		$438K Buy
7,729
+525
+7% +$27.5K 0.09% 226
2023
Q1 		$377K Buy
7,204
+554
+8% +$40.6K 0.08% 258
2022
Q4 		$554K Sell
6,650
-719
-10% -$55.8K 0.12% 175
2022
Q3 		$530K Buy
7,369
+1,610
+28% +$112K 0.13% 146
2022
Q2 		$364K Sell
5,759
-456
-7% -$31.4K 0.09% 219
2022
Q1 		$524K Buy
6,215
+390
+7% +$34.3K 0.1% 193
2021
Q4 		$490K Sell
5,825
-280
-5% -$22.6K 0.09% 202
2021
Q3 		$445K Buy
6,105
+1,346
+28% +$96.1K 0.09% 204
2021
Q2 		$347K Buy
4,759
+150
+3% +$10.6K 0.07% 250
2021
Q1 		$300K Sell
4,609
-534
-10% -$32.4K 0.06% 257
2020
Q4 		$273K Buy
+5,143
New +$233K 0.07% 265

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

Personal CFO Solutions's SCHW Position: Q2 2026 in Review

Personal CFO Solutions increased its Charles Schwab (SCHW) stake by 5.1% in Q2 2026, buying an estimated $56.4K and bringing the position to 12,622 shares worth $1.16M. The position accounts for 0.17% of the portfolio, ranked #103.

Personal CFO Solutions first reported a position in SCHW in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.2M in Q4 2025. 2,310 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Personal CFO Solutions held 12,622 shares of Charles Schwab worth $1.16M as of Q2 2026.
  • Personal CFO Solutions bought 618 Charles Schwab shares in Q2 2026, an estimated $56.4K.
  • Charles Schwab made up 0.17% of Personal CFO Solutions's portfolio in Q2 2026, its #103 holding.
  • Personal CFO Solutions first reported a position in Charles Schwab in Q4 2020 and has held it in 23 quarters since.
  • Personal CFO Solutions's Charles Schwab position peaked at $1.2M in Q4 2025.
  • 2,310 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.