Q1WB
SCHW

Quest 10 Wealth Builders’s Charles Schwab SCHW Stock Holding History

Quest 10 Wealth Builders’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 		– Sell
-22
Closed -$2.07K – 814
2026
Q1 		$2.07K Buy
22
+15
+214% +$1.47K ﹤0.01% 637
2025
Q4 		$705 Hold
7
– – ﹤0.01% 662
2025
Q3 		$674 Hold
7
– – ﹤0.01% 741
2025
Q2 		$644 Hold
7
– – ﹤0.01% 659
2025
Q1 		$553 Sell
7
-36
-84% -$2.83K ﹤0.01% 643
2024
Q4 		$3.18K Buy
+43
New +$3.22K ﹤0.01% 554

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

Quest 10 Wealth Builders's SCHW Position: Q2 2026 in Review

Quest 10 Wealth Builders sold out of Charles Schwab (SCHW) in Q2 2026, closing a stake of 22 shares — an estimated $2.07K sold.

Quest 10 Wealth Builders first reported a position in SCHW in Q4 2024 and held it in 6 quarters. The position peaked at $3.18K in Q4 2024. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Quest 10 Wealth Builders reported no remaining Charles Schwab position as of Q2 2026 after selling out during the quarter.
  • Quest 10 Wealth Builders sold 22 Charles Schwab shares in Q2 2026, an estimated $2.07K.
  • Quest 10 Wealth Builders first reported a position in Charles Schwab in Q4 2024 and held it in 6 quarters.
  • Quest 10 Wealth Builders's Charles Schwab position peaked at $3.18K in Q4 2024.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.