RVW Wealth’s Charles Schwab SCHW Stock Holding History

RVW Wealth’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	–	Sell	-4,514	Closed	-$451K	–	188
2025 Q4	$451K	Buy	4,514 +30	+0.7%	+$2.85K	0.03%	118
2025 Q3	$428K	Sell	4,484 -23	-0.5%	-$2.18K	0.03%	120
2025 Q2	$411K	Sell	4,507 -22	-0.5%	-$1.84K	0.03%	116
2025 Q1	$355K	Buy	+4,529	New	+$355K	0.03%	114
2023 Q4	–	Sell	-858	Closed	-$47.1K	–	323
2023 Q3	$47.1K	Buy	+858	New	+$51.9K	0.01%	244

Other funds holding SCHW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

RVW Wealth's SCHW Position: Q1 2026 in Review

RVW Wealth sold out of Charles Schwab (SCHW) in Q1 2026, closing a stake of 4,514 shares — an estimated $451K sold.

RVW Wealth first reported a position in SCHW in Q3 2023 and held it in 5 quarters. The position peaked at $451K in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

RVW Wealth reported no remaining Charles Schwab position as of Q1 2026 after selling out during the quarter.
RVW Wealth sold 4,514 Charles Schwab shares in Q1 2026, an estimated $451K.
RVW Wealth first reported a position in Charles Schwab in Q3 2023 and held it in 5 quarters.
RVW Wealth's Charles Schwab position peaked at $451K in Q4 2025.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on RVW Wealth's 13F filing for Q1 2026, filed 8 Apr 2026.