PWP
SCHW

Private Wealth Partners’s Charles Schwab SCHW Stock Holding History

Private 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
2019
Q4 		– Sell
-7,000
Closed -$2K – 133
2019
Q3 		$2K Buy
+7,000
New +$283K ﹤0.01% 121

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 Partners's SCHW Position: Q2 2026 in Review

Private Wealth Partners reduced its Charles Schwab (SCHW) stake by 2.7% in Q2 2026, selling an estimated $504K and leaving 198,719 shares worth $18.3M. The position accounts for 1.31% of the portfolio, ranked #21.

Private Wealth Partners first reported a position in SCHW in Q2 2013 and has held it in 53 quarters since. The position peaked at $19.2M in Q1 2026. 2,311 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Private Wealth Partners held 198,719 shares of Charles Schwab worth $18.3M as of Q2 2026.
  • Private Wealth Partners sold 5,529 Charles Schwab shares in Q2 2026, an estimated $504K.
  • Charles Schwab made up 1.31% of Private Wealth Partners's portfolio in Q2 2026, its #21 holding.
  • Private Wealth Partners first reported a position in Charles Schwab in Q2 2013 and has held it in 53 quarters since.
  • Private Wealth Partners's Charles Schwab position peaked at $19.2M in Q1 2026.
  • 2,311 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Private Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.