PWS
SCHW

Peterson Wealth Services’s Charles Schwab SCHW Stock Holding History

Peterson Wealth Services’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 		$384K Buy
4,163
+39
+0.9% +$3.56K 0.08% 103
2026
Q1 		$388K Buy
4,124
+667
+19% +$65.4K 0.1% 101
2025
Q4 		$345K Buy
3,457
+1,704
+97% +$162K 0.09% 100
2025
Q3 		$330K Sell
1,753
-1,567
-47% -$149K 0.08% 105
2025
Q2 		$303K Sell
3,320
-336
-9% -$28.1K 0.08% 106
2025
Q1 		$286K Sell
3,656
-134
-4% -$10.5K 0.09% 109
2024
Q4 		$280K Buy
3,790
+19
+0.5% +$1.42K 0.08% 107
2024
Q3 		$244K Buy
+3,771
New +$248K 0.08% 111
2024
Q1 		– Sell
-6,880
Closed -$477K – 116
2023
Q4 		$477K Buy
6,880
+2,018
+42% +$117K 0.2% 63
2023
Q3 		$265K Buy
4,862
+449
+10% +$27.1K 0.2% 57
2023
Q2 		$252K Buy
+4,413
New +$231K 0.12% 84

Other funds holding SCHW

PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Peterson Wealth Services's SCHW Position: Q2 2026 in Review

Peterson Wealth Services increased its Charles Schwab (SCHW) stake by 0.95% in Q2 2026, buying an estimated $3.56K and bringing the position to 4,163 shares worth $384K. The position accounts for 0.08% of the portfolio, ranked #103.

Peterson Wealth Services first reported a position in SCHW in Q2 2023 and has held it in 11 quarters since. The position peaked at $477K in Q4 2023. 1,019 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Peterson Wealth Services held 4,163 shares of Charles Schwab worth $384K as of Q2 2026.
  • Peterson Wealth Services bought 39 Charles Schwab shares in Q2 2026, an estimated $3.56K.
  • Charles Schwab made up 0.08% of Peterson Wealth Services's portfolio in Q2 2026, its #103 holding.
  • Peterson Wealth Services first reported a position in Charles Schwab in Q2 2023 and has held it in 11 quarters since.
  • Peterson Wealth Services's Charles Schwab position peaked at $477K in Q4 2023.
  • 1,019 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.