PWM
SCHW

Puff Wealth Management’s Charles Schwab SCHW Stock Holding History

Puff 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
2025
Q3 		– Sell
-364
Closed -$33.2K – 109
2025
Q2 		$33.2K Buy
364
+3
+0.8% +$251 0.02% 107
2025
Q1 		$28.3K Buy
+361
New +$28.3K 0.03% 89

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Puff Wealth Management's SCHW Position: Q3 2025 in Review

Puff Wealth Management sold out of Charles Schwab (SCHW) in Q3 2025, closing a stake of 364 shares — an estimated $33.2K sold.

Puff Wealth Management first reported a position in SCHW in Q1 2025 and held it in 2 quarters. The position peaked at $33.2K in Q2 2025. 2,168 funds tracked by Wall St. Rank hold SCHW as of Q3 2025.

  • Puff Wealth Management reported no remaining Charles Schwab position as of Q3 2025 after selling out during the quarter.
  • Puff Wealth Management sold 364 Charles Schwab shares in Q3 2025, an estimated $33.2K.
  • Puff Wealth Management first reported a position in Charles Schwab in Q1 2025 and held it in 2 quarters.
  • Puff Wealth Management's Charles Schwab position peaked at $33.2K in Q2 2025.
  • 2,168 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2025.

Based on Puff Wealth Management's 13F filing for Q3 2025, filed 6 Oct 2025.