PWMG
SCHW

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

Private 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 		$44.4K Buy
481
+150
+45% +$13.7K 0.01% 251
2026
Q1 		$31.1K Hold
331
– – 0.01% 255
2025
Q4 		$33.1K Hold
331
– – 0.01% 234
2025
Q3 		$31.6K Hold
331
– – 0.01% 247
2025
Q2 		$30.2K Hold
331
– – 0.01% 233
2025
Q1 		$25.9K Hold
331
– – 0.01% 254
2024
Q4 		$24.5K Hold
331
– – 0.01% 264
2024
Q3 		$21.5K Sell
331
-2
-0.6% -$131 0.01% 268
2024
Q2 		$24.5K Hold
333
– – 0.01% 245
2024
Q1 		$24.1K Buy
333
+5
+2% +$329 0.01% 239
2023
Q4 		$22.6K Buy
+328
New +$18.9K 0.01% 249

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

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

Private Wealth Management Group increased its Charles Schwab (SCHW) stake by 45% in Q2 2026, buying an estimated $13.7K and bringing the position to 481 shares worth $44.4K. The position accounts for 0.01% of the portfolio, ranked #251.

Private Wealth Management Group first reported a position in SCHW in Q4 2023 and has held it in 11 quarters since. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Private Wealth Management Group held 481 shares of Charles Schwab worth $44.4K as of Q2 2026.
  • Private Wealth Management Group bought 150 Charles Schwab shares in Q2 2026, an estimated $13.7K.
  • Charles Schwab made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #251 holding.
  • Private Wealth Management Group first reported a position in Charles Schwab in Q4 2023 and has held it in 11 quarters since.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.