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 Q3	$1.04M	Buy	10,691 +794	+8%	+$83.6K	0.12%	156
2026 Q2	$913K	Sell	9,897 -1,716	-15%	-$156K	0.11%	184
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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Premier Path Wealth Partners's SCHW Position: Q3 2026 in Review

Premier Path Wealth Partners increased its Charles Schwab (SCHW) stake by 8% in Q3 2026, buying an estimated $83.6K and bringing the position to 10,691 shares worth $1.04M. The position accounts for 0.12% of the portfolio, ranked #156.

Premier Path Wealth Partners first reported a position in SCHW in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.12M in Q4 2025. 706 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

Premier Path Wealth Partners held 10,691 shares of Charles Schwab worth $1.04M as of Q3 2026.
Premier Path Wealth Partners bought 794 Charles Schwab shares in Q3 2026, an estimated $83.6K.
Charles Schwab made up 0.12% of Premier Path Wealth Partners's portfolio in Q3 2026, its #156 holding.
Premier Path Wealth Partners first reported a position in Charles Schwab in Q4 2023 and has held it in 12 quarters since.
Premier Path Wealth Partners's Charles Schwab position peaked at $1.12M in Q4 2025.
706 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.