PWM
SCHW

Proathlete Wealth Management’s Charles Schwab SCHW Stock Holding History

Proathlete Wealth Management’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 		$117K Buy
1,267
+2
+0.2% +$182 0.03% 92
2026
Q1 		$119K Buy
1,265
+2
+0.2% +$196 0.03% 86
2025
Q4 		$126K Buy
1,263
+37
+3% +$3.51K 0.03% 84
2025
Q3 		$117K Sell
1,226
-10
-0.8% -$949 0.03% 87
2025
Q2 		$113K Buy
1,236
+13
+1% +$1.09K 0.04% 87
2025
Q1 		$95.8K Buy
+1,223
New +$96K 0.03% 91

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

Proathlete Wealth Management's SCHW Position: Q2 2026 in Review

Proathlete Wealth Management increased its Charles Schwab (SCHW) stake by 0.16% in Q2 2026, buying an estimated $182 and bringing the position to 1,267 shares worth $117K. The position accounts for 0.03% of the portfolio, ranked #92.

Proathlete Wealth Management first reported a position in SCHW in Q1 2025 and has held it in 6 quarters since. The position peaked at $126K in Q4 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Proathlete Wealth Management held 1,267 shares of Charles Schwab worth $117K as of Q2 2026.
  • Proathlete Wealth Management bought 2 Charles Schwab shares in Q2 2026, an estimated $182.
  • Charles Schwab made up 0.03% of Proathlete Wealth Management's portfolio in Q2 2026, its #92 holding.
  • Proathlete Wealth Management first reported a position in Charles Schwab in Q1 2025 and has held it in 6 quarters since.
  • Proathlete Wealth Management's Charles Schwab position peaked at $126K in Q4 2025.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Proathlete Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.