RWM
SCHW

RMG Wealth Management’s Charles Schwab SCHW Stock Holding History

RMG 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
Q1 		$31.6K Buy
360
+75
+26% +$7.36K ﹤0.01% 193
2025
Q4 		$29.8K Hold
285
– – ﹤0.01% 182
2025
Q3 		$26.9K Hold
285
– – ﹤0.01% 175
2025
Q2 		$27.2K Buy
+285
New +$23.9K ﹤0.01% 175

Other funds holding SCHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

RMG Wealth Management's SCHW Position: Q1 2026 in Review

RMG Wealth Management increased its Charles Schwab (SCHW) stake by 26% in Q1 2026, buying an estimated $7.36K and bringing the position to 360 shares worth $31.6K. The position accounts for ﹤0.01% of the portfolio, ranked #193.

RMG Wealth Management first reported a position in SCHW in Q2 2025 and has held it in 4 quarters since. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • RMG Wealth Management held 360 shares of Charles Schwab worth $31.6K as of Q1 2026.
  • RMG Wealth Management bought 75 Charles Schwab shares in Q1 2026, an estimated $7.36K.
  • Charles Schwab made up ﹤0.01% of RMG Wealth Management's portfolio in Q1 2026, its #193 holding.
  • RMG Wealth Management first reported a position in Charles Schwab in Q2 2025 and has held it in 4 quarters since.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on RMG Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.