PWMG
SCHW

Prestige Wealth Management Group’s Charles Schwab SCHW Stock Holding History

Prestige Wealth Management Group’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 		$28.2K Buy
306
+101
+49% +$9.21K 0.01% 320
2026
Q1 		$19.3K Buy
205
+31
+18% +$3.04K ﹤0.01% 338
2025
Q4 		$17.4K Buy
174
+21
+14% +$1.99K ﹤0.01% 363
2025
Q3 		$14.6K Hold
153
– – ﹤0.01% 390
2025
Q2 		$14K Hold
153
– – ﹤0.01% 390
2025
Q1 		$12K Hold
153
– – ﹤0.01% 410
2024
Q4 		$11.3K Sell
153
-79
-34% -$5.91K ﹤0.01% 444
2024
Q3 		$15K Sell
232
-3,730
-94% -$245K ﹤0.01% 386
2024
Q2 		$292K Buy
3,962
+3,758
+1,842% +$278K 0.06% 121
2024
Q1 		$14.8K Sell
204
-4,449
-96% -$293K ﹤0.01% 384
2023
Q4 		$320K Buy
4,653
+569
+14% +$32.9K 0.07% 113
2023
Q3 		$224K Buy
4,084
+3,905
+2,182% +$236K 0.06% 129
2023
Q2 		$10.1K Buy
179
+23
+15% +$1.21K ﹤0.01% 457
2023
Q1 		$8.17K Sell
156
-57
-27% -$4.17K ﹤0.01% 482
2022
Q4 		$17.7K Buy
213
+18
+9% +$1.4K ﹤0.01% 369
2022
Q3 		$14K Hold
195
– – ﹤0.01% 373
2022
Q2 		$13K Sell
195
-40
-17% -$2.76K ﹤0.01% 401
2022
Q1 		$20K Sell
235
-12
-5% -$1.06K ﹤0.01% 352
2021
Q4 		$21K Sell
247
-10
-4% -$809 0.01% 375
2021
Q3 		$19K Hold
257
– – ﹤0.01% 385
2021
Q2 		$19K Buy
257
+10
+4% +$708 0.01% 367
2021
Q1 		$17K Buy
247
+19
+8% +$1.15K ﹤0.01% 382
2020
Q4 		$12K Buy
228
+151
+196% +$6.84K ﹤0.01% 427
2020
Q3 		$2K Hold
77
– – ﹤0.01% 699
2020
Q2 		$2K Hold
77
– – ﹤0.01% 692
2020
Q1 		$2K Buy
77
+64
+492% +$2.69K ﹤0.01% 667
2019
Q4 		$1K Buy
+13
New +$573 ﹤0.01% 550
2019
Q1 		– Sell
-219
Closed -$9K – 1011
2018
Q4 		$9K Buy
+219
New +$9.91K 0.01% 459

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

Prestige Wealth Management Group's SCHW Position: Q2 2026 in Review

Prestige Wealth Management Group increased its Charles Schwab (SCHW) stake by 49% in Q2 2026, buying an estimated $9.21K and bringing the position to 306 shares worth $28.2K. The position accounts for 0.01% of the portfolio, ranked #320.

Prestige Wealth Management Group first reported a position in SCHW in Q4 2018 and has held it in 28 quarters since. The position peaked at $320K in Q4 2023. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Prestige Wealth Management Group held 306 shares of Charles Schwab worth $28.2K as of Q2 2026.
  • Prestige Wealth Management Group bought 101 Charles Schwab shares in Q2 2026, an estimated $9.21K.
  • Charles Schwab made up 0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #320 holding.
  • Prestige Wealth Management Group first reported a position in Charles Schwab in Q4 2018 and has held it in 28 quarters since.
  • Prestige Wealth Management Group's Charles Schwab position peaked at $320K in Q4 2023.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.