Ridgecrest Wealth Partners’s Charles Schwab SCHW Stock Holding History

Ridgecrest Wealth Partners’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 Q4	–	Sell	-5,783	Closed	-$552K	–	117
2025 Q3	$552K	Buy	5,783 +15	+0.3%	+$1.42K	0.25%	62
2025 Q2	$526K	Hold	5,768	–	–	0.28%	62
2025 Q1	$452K	Hold	5,768	–	–	0.24%	67
2024 Q4	$427K	Hold	5,768	–	–	0.23%	64
2024 Q3	$374K	Buy	5,768 +50	+0.9%	+$3.28K	0.19%	76
2024 Q2	$421K	Sell	5,718 -23	-0.4%	-$1.7K	0.25%	67
2024 Q1	$415K	Buy	5,741 +63	+1%	+$4.15K	0.25%	67
2023 Q4	$391K	Buy	5,678 +50	+0.9%	+$2.89K	0.26%	65
2023 Q3	$309K	Hold	5,628	–	–	0.22%	72
2023 Q2	$319K	Buy	5,628 +20	+0.4%	+$1.05K	0.21%	73
2023 Q1	$294K	Buy	5,608 +100	+2%	+$7.32K	0.21%	73
2022 Q4	$459K	Hold	5,508	–	–	0.35%	54
2022 Q3	$396K	Hold	5,508	–	–	0.32%	53
2022 Q2	$348K	Hold	5,508	–	–	0.25%	71
2022 Q1	$464K	Hold	5,508	–	–	0.29%	63
2021 Q4	$463K	Hold	5,508	–	–	0.23%	78
2021 Q3	$401K	Hold	5,508	–	–	0.22%	81
2021 Q2	$401K	Hold	5,508	–	–	0.25%	72
2021 Q1	$359K	Buy	+5,508	New	+$334K	0.34%	60

Other funds holding SCHW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Ridgecrest Wealth Partners's SCHW Position: Q4 2025 in Review

Ridgecrest Wealth Partners sold out of Charles Schwab (SCHW) in Q4 2025, closing a stake of 5,783 shares — an estimated $552K sold.

Ridgecrest Wealth Partners first reported a position in SCHW in Q1 2021 and held it in 19 quarters. The position peaked at $552K in Q3 2025. 2,326 funds tracked by Wall St. Rank hold SCHW as of Q4 2025.

Ridgecrest Wealth Partners reported no remaining Charles Schwab position as of Q4 2025 after selling out during the quarter.
Ridgecrest Wealth Partners sold 5,783 Charles Schwab shares in Q4 2025, an estimated $552K.
Ridgecrest Wealth Partners first reported a position in Charles Schwab in Q1 2021 and held it in 19 quarters.
Ridgecrest Wealth Partners's Charles Schwab position peaked at $552K in Q3 2025.
2,326 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2025.

Based on Ridgecrest Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.