Phillip James Consulting’s Charles Schwab SCHW Stock Holding History

Phillip James Consulting’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	$1.11K	Hold	12	–	–	﹤0.01%	266
2026 Q1	$1K	Buy	+12	New	+$1.18K	﹤0.01%	337

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

Phillip James Consulting's SCHW Position: Q2 2026 in Review

Phillip James Consulting held its Charles Schwab (SCHW) position steady in Q2 2026 at 12 shares worth $1.11K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

Phillip James Consulting first reported a position in SCHW in Q1 2026 and has held it in 2 quarters since. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Phillip James Consulting held 12 shares of Charles Schwab worth $1.11K as of Q2 2026.
Phillip James Consulting left its Charles Schwab share count unchanged in Q2 2026.
Charles Schwab made up ﹤0.01% of Phillip James Consulting's portfolio in Q2 2026, its #266 holding.
Phillip James Consulting first reported a position in Charles Schwab in Q1 2026 and has held it in 2 quarters since.
2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Phillip James Consulting's 13F filing for Q2 2026, filed 28 Jul 2026.