PWM
SCHW

Power Wealth Management’s Charles Schwab SCHW Stock Holding History

Power Wealth Management’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 		$2.26M Sell
24,060
-2,997
-11% -$294K 0.84% 20
2025
Q4 		$2.7M Sell
27,057
-730
-3% -$69.3K 0.95% 20
2025
Q3 		$2.65M Sell
27,787
-4,437
-14% -$421K 0.97% 21
2025
Q2 		$2.94M Sell
32,224
-1,450
-4% -$121K 1.13% 17
2025
Q1 		$2.64M Buy
33,674
+1,399
+4% +$110K 1.07% 18
2024
Q4 		$2.39M Buy
32,275
+19,870
+160% +$1.49M 1% 24
2024
Q3 		$804K Buy
12,405
+1,590
+15% +$104K 0.34% 55
2024
Q2 		$797K Buy
10,815
+922
+9% +$68.1K 0.38% 51
2024
Q1 		$716K Buy
9,893
+934
+10% +$61.5K 0.45% 51
2023
Q4 		$616K Buy
+8,959
New +$517K 0.43% 48

Other funds holding SCHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Power Wealth Management's SCHW Position: Q1 2026 in Review

Power Wealth Management reduced its Charles Schwab (SCHW) stake by 11% in Q1 2026, selling an estimated $294K and leaving 24,060 shares worth $2.26M. The position accounts for 0.84% of the portfolio, ranked #20.

Power Wealth Management first reported a position in SCHW in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.94M in Q2 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Power Wealth Management held 24,060 shares of Charles Schwab worth $2.26M as of Q1 2026.
  • Power Wealth Management sold 2,997 Charles Schwab shares in Q1 2026, an estimated $294K.
  • Charles Schwab made up 0.84% of Power Wealth Management's portfolio in Q1 2026, its #20 holding.
  • Power Wealth Management first reported a position in Charles Schwab in Q4 2023 and has held it in 10 quarters since.
  • Power Wealth Management's Charles Schwab position peaked at $2.94M in Q2 2025.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Power Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.