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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Private Wealth Partners's SCHW Position: Q1 2026 in Review

Private Wealth Partners increased its Charles Schwab (SCHW) stake by 92% in Q1 2026, buying an estimated $9.59M and bringing the position to 204,248 shares worth $19.2M. The position accounts for 1.48% of the portfolio, ranked #19.

Private Wealth Partners first reported a position in SCHW in Q2 2013 and has held it in 52 quarters since. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Private Wealth Partners held 204,248 shares of Charles Schwab worth $19.2M as of Q1 2026.
  • Private Wealth Partners bought 97,829 Charles Schwab shares in Q1 2026, an estimated $9.59M.
  • Charles Schwab made up 1.48% of Private Wealth Partners's portfolio in Q1 2026, its #19 holding.
  • Private Wealth Partners first reported a position in Charles Schwab in Q2 2013 and has held it in 52 quarters since.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.