RWM
SCHW

Ruedi Wealth Management’s Charles Schwab SCHW Stock Holding History

Ruedi 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
Q2 		– Sell
-40
Closed -$3.13K – 271
2025
Q1 		$3.13K Hold
40
– – ﹤0.01% 244
2024
Q4 		$2.96K Hold
40
– – ﹤0.01% 247
2024
Q3 		$2.59K Sell
40
-40
-50% -$2.63K ﹤0.01% 259
2024
Q2 		$5.89K Buy
+80
New +$5.91K ﹤0.01% 235
2023
Q2 		– Sell
-396
Closed -$20.7K – 260
2023
Q1 		$20.7K Hold
396
– – 0.01% 124
2022
Q4 		$33K Buy
+396
New +$30.7K 0.02% 91

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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

Ruedi Wealth Management's SCHW Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Charles Schwab (SCHW) in Q2 2025, closing a stake of 40 shares — an estimated $3.13K sold.

Ruedi Wealth Management first reported a position in SCHW in Q4 2022 and held it in 6 quarters. The position peaked at $33K in Q4 2022. 2,139 funds tracked by Wall St. Rank hold SCHW as of Q2 2025.

  • Ruedi Wealth Management reported no remaining Charles Schwab position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 40 Charles Schwab shares in Q2 2025, an estimated $3.13K.
  • Ruedi Wealth Management first reported a position in Charles Schwab in Q4 2022 and held it in 6 quarters.
  • Ruedi Wealth Management's Charles Schwab position peaked at $33K in Q4 2022.
  • 2,139 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.