PWS
SCHW

Proactive Wealth Strategies’s Charles Schwab SCHW Stock Holding History

Proactive Wealth Strategies’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 		$322K Buy
3,489
+11
+0.3% +$1K 0.05% 184
2026
Q1 		$327K Buy
+3,478
New +$341K 0.06% 173

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Proactive Wealth Strategies's SCHW Position: Q2 2026 in Review

Proactive Wealth Strategies increased its Charles Schwab (SCHW) stake by 0.32% in Q2 2026, buying an estimated $1K and bringing the position to 3,489 shares worth $322K. The position accounts for 0.05% of the portfolio, ranked #184.

Proactive Wealth Strategies first reported a position in SCHW in Q1 2026 and has held it in 2 quarters since. The position peaked at $327K in Q1 2026. 1,505 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Proactive Wealth Strategies held 3,489 shares of Charles Schwab worth $322K as of Q2 2026.
  • Proactive Wealth Strategies bought 11 Charles Schwab shares in Q2 2026, an estimated $1K.
  • Charles Schwab made up 0.05% of Proactive Wealth Strategies's portfolio in Q2 2026, its #184 holding.
  • Proactive Wealth Strategies first reported a position in Charles Schwab in Q1 2026 and has held it in 2 quarters since.
  • Proactive Wealth Strategies's Charles Schwab position peaked at $327K in Q1 2026.
  • 1,505 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.