RWS
SCHW

Retirement Wealth Solutions’s Charles Schwab SCHW Stock Holding History

Retirement Wealth Solutions’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 		$6.28K Sell
68
-30
-31% -$2.74K ﹤0.01% 302
2026
Q1 		$9.21K Buy
98
+78
+390% +$7.65K 0.01% 219
2025
Q4 		$2K Sell
20
-39
-66% -$3.7K ﹤0.01% 454
2025
Q3 		$5.63K Buy
+59
New +$5.6K ﹤0.01% 288

Other funds holding SCHW

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Retirement Wealth Solutions's SCHW Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Charles Schwab (SCHW) stake by 31% in Q2 2026, selling an estimated $2.74K and leaving 68 shares worth $6.28K. The position accounts for ﹤0.01% of the portfolio, ranked #302.

Retirement Wealth Solutions first reported a position in SCHW in Q3 2025 and has held it in 4 quarters since. The position peaked at $9.21K in Q1 2026. 384 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Retirement Wealth Solutions held 68 shares of Charles Schwab worth $6.28K as of Q2 2026.
  • Retirement Wealth Solutions sold 30 Charles Schwab shares in Q2 2026, an estimated $2.74K.
  • Charles Schwab made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #302 holding.
  • Retirement Wealth Solutions first reported a position in Charles Schwab in Q3 2025 and has held it in 4 quarters since.
  • Retirement Wealth Solutions's Charles Schwab position peaked at $9.21K in Q1 2026.
  • 384 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.