PP
SCHW

PrairieView Partners’s Charles Schwab SCHW Stock Holding History

PrairieView Partners’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
2025
Q2 		$14K Hold
162
– – ﹤0.01% 264
2025
Q1 		$12K Hold
162
– – ﹤0.01% 271
2024
Q4 		$11K Hold
162
– – ﹤0.01% 280
2024
Q3 		$10K Hold
162
– – ﹤0.01% 285
2024
Q2 		$11K Hold
162
– – ﹤0.01% 290
2024
Q1 		$12K Hold
162
– – ﹤0.01% 276
2023
Q4 		$11K Buy
+162
New +$9.36K ﹤0.01% 270

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PrairieView Partners's SCHW Position: Q2 2025 in Review

PrairieView Partners held its Charles Schwab (SCHW) position steady in Q2 2025 at 162 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #264.

PrairieView Partners first reported a position in SCHW in Q4 2023 and has held it in 7 quarters since. 2,139 funds tracked by Wall St. Rank hold SCHW as of Q2 2025.

  • PrairieView Partners held 162 shares of Charles Schwab worth $14K as of Q2 2025.
  • PrairieView Partners left its Charles Schwab share count unchanged in Q2 2025.
  • Charles Schwab made up ﹤0.01% of PrairieView Partners's portfolio in Q2 2025, its #264 holding.
  • PrairieView Partners first reported a position in Charles Schwab in Q4 2023 and has held it in 7 quarters since.
  • 2,139 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.