Premier Path Wealth Partners’s Charles Schwab SCHW Stock Holding History

Premier Path Wealth 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
2026 Q1	$1.09M	Buy	11,613 +372	+3%	+$36.5K	0.14%	146
2025 Q4	$1.12M	Buy	11,241 +2,165	+24%	+$205K	0.15%	140
2025 Q3	$866K	Buy	9,076 +337	+4%	+$32K	0.11%	190
2025 Q2	$797K	Buy	8,739 +922	+12%	+$77.2K	0.11%	193
2025 Q1	$612K	Buy	7,817 +140	+2%	+$11K	0.1%	211
2024 Q4	$568K	Sell	7,677 -964	-11%	-$72.1K	0.09%	217
2024 Q3	$560K	Sell	8,641 -597	-6%	-$39.2K	0.09%	221
2024 Q2	$681K	Buy	9,238 +1,062	+13%	+$78.5K	0.12%	182
2024 Q1	$591K	Buy	8,176 +235	+3%	+$15.5K	0.11%	182
2023 Q4	$546K	Buy	+7,941	New	+$459K	0.12%	179

Other funds holding SCHW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Premier Path Wealth Partners's SCHW Position: Q1 2026 in Review

Premier Path Wealth Partners increased its Charles Schwab (SCHW) stake by 3.3% in Q1 2026, buying an estimated $36.5K and bringing the position to 11,613 shares worth $1.09M. The position accounts for 0.14% of the portfolio, ranked #146.

Premier Path Wealth Partners first reported a position in SCHW in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.12M in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Premier Path Wealth Partners held 11,613 shares of Charles Schwab worth $1.09M as of Q1 2026.
Premier Path Wealth Partners bought 372 Charles Schwab shares in Q1 2026, an estimated $36.5K.
Charles Schwab made up 0.14% of Premier Path Wealth Partners's portfolio in Q1 2026, its #146 holding.
Premier Path Wealth Partners first reported a position in Charles Schwab in Q4 2023 and has held it in 10 quarters since.
Premier Path Wealth Partners's Charles Schwab position peaked at $1.12M in Q4 2025.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.