Prevail Innovative Wealth Advisors’s Charles Schwab SCHW Stock Holding History

Prevail Innovative Wealth Advisors’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	–	Sell	-50,679	Closed	-$5.06M	–	222
2025 Q4	$5.06M	Buy	50,679 +2,793	+6%	+$265K	0.91%	30
2025 Q3	$4.57M	Buy	+47,886	New	+$4.55M	0.89%	33
2023 Q3	–	Sell	-40,144	Closed	-$2.28M	–	151
2023 Q2	$2.28M	Buy	+40,144	New	+$2.1M	1.25%	25

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

Prevail Innovative Wealth Advisors's SCHW Position: Q1 2026 in Review

Prevail Innovative Wealth Advisors sold out of Charles Schwab (SCHW) in Q1 2026, closing a stake of 50,679 shares — an estimated $5.06M sold.

Prevail Innovative Wealth Advisors first reported a position in SCHW in Q2 2023 and held it in 3 quarters. The position peaked at $5.06M in Q4 2025. 2,321 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Prevail Innovative Wealth Advisors reported no remaining Charles Schwab position as of Q1 2026 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 50,679 Charles Schwab shares in Q1 2026, an estimated $5.06M.
Prevail Innovative Wealth Advisors first reported a position in Charles Schwab in Q2 2023 and held it in 3 quarters.
Prevail Innovative Wealth Advisors's Charles Schwab position peaked at $5.06M in Q4 2025.
2,321 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.