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
Q2 		$1.79M Sell
19,430
-4,630
-19% -$422K 0.62% 22
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 $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

Power Wealth Management's SCHW Position: Q2 2026 in Review

Power Wealth Management reduced its Charles Schwab (SCHW) stake by 19% in Q2 2026, selling an estimated $422K and leaving 19,430 shares worth $1.79M. The position accounts for 0.62% of the portfolio, ranked #22.

Power Wealth Management first reported a position in SCHW in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.94M in Q2 2025. 2,315 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Power Wealth Management held 19,430 shares of Charles Schwab worth $1.79M as of Q2 2026.
  • Power Wealth Management sold 4,630 Charles Schwab shares in Q2 2026, an estimated $422K.
  • Charles Schwab made up 0.62% of Power Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Power Wealth Management first reported a position in Charles Schwab in Q4 2023 and has held it in 11 quarters since.
  • Power Wealth Management's Charles Schwab position peaked at $2.94M in Q2 2025.
  • 2,315 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Power Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.