PWP
SCHW

Principle Wealth Partners’s Charles Schwab SCHW Stock Holding History

Principle 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
Q2 		$439K Sell
4,753
-1,513
-24% -$138K 0.02% 276
2026
Q1 		$589K Hold
6,266
– – 0.03% 225
2025
Q4 		$626K Buy
6,266
+282
+5% +$26.8K 0.04% 214
2025
Q3 		$571K Buy
5,984
+94
+2% +$8.92K 0.03% 221
2025
Q2 		$537K Buy
5,890
+113
+2% +$9.46K 0.03% 226
2025
Q1 		$452K Hold
5,777
– – 0.03% 237
2024
Q4 		$428K Buy
5,777
+150
+3% +$11.2K 0.03% 238
2024
Q3 		$365K Sell
5,627
-43,420
-89% -$2.85M 0.03% 260
2024
Q2 		$3.61M Sell
49,047
-1,895
-4% -$140K 0.28% 87
2024
Q1 		$3.69M Sell
50,942
-202
-0.4% -$13.3K 0.29% 83
2023
Q4 		$3.52M Sell
51,144
-468
-0.9% -$27K 0.3% 81
2023
Q3 		$2.83M Buy
51,612
+146
+0.3% +$8.82K 0.28% 84
2023
Q2 		$2.92M Buy
51,466
+3,966
+8% +$208K 0.29% 79
2023
Q1 		$2.49M Buy
47,500
+41,898
+748% +$3.07M 0.27% 88
2022
Q4 		$466K Sell
5,602
-62
-1% -$4.81K 0.05% 202
2022
Q3 		$407K Hold
5,664
– – 0.04% 203
2022
Q2 		$358K Hold
5,664
– – 0.04% 227
2022
Q1 		$478K Hold
5,664
– – 0.05% 207
2021
Q4 		$476K Buy
5,664
+124
+2% +$10K 0.05% 212
2021
Q3 		$404K Hold
5,540
– – 0.05% 218
2021
Q2 		$403K Hold
5,540
– – 0.05% 220
2021
Q1 		$361K Hold
5,540
– – 0.04% 219
2020
Q4 		$294K Buy
+5,540
New +$251K 0.04% 227

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

Principle Wealth Partners's SCHW Position: Q2 2026 in Review

Principle Wealth Partners reduced its Charles Schwab (SCHW) stake by 24% in Q2 2026, selling an estimated $138K and leaving 4,753 shares worth $439K. The position accounts for 0.02% of the portfolio, ranked #276.

Principle Wealth Partners first reported a position in SCHW in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.69M in Q1 2024. 2,306 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Principle Wealth Partners held 4,753 shares of Charles Schwab worth $439K as of Q2 2026.
  • Principle Wealth Partners sold 1,513 Charles Schwab shares in Q2 2026, an estimated $138K.
  • Charles Schwab made up 0.02% of Principle Wealth Partners's portfolio in Q2 2026, its #276 holding.
  • Principle Wealth Partners first reported a position in Charles Schwab in Q4 2020 and has held it in 23 quarters since.
  • Principle Wealth Partners's Charles Schwab position peaked at $3.69M in Q1 2024.
  • 2,306 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.