RWP
SCHW

RWA Wealth Partners’s Charles Schwab SCHW Stock Holding History

RWA 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
2026
Q2 		$19.7M Sell
213,349
-14,504
-6% -$1.32M 0.19% 76
2026
Q1 		$21.4M Sell
227,853
-179
-0.1% -$17.6K 0.23% 62
2025
Q4 		$22.8M Buy
228,032
+43,811
+24% +$4.16M 0.25% 61
2025
Q3 		$17.6M Sell
184,221
-11,004
-6% -$1.04M 0.2% 73
2025
Q2 		$17.8M Sell
195,225
-5,590
-3% -$468K 0.22% 69
2025
Q1 		$15.7M Sell
200,815
-9,729
-5% -$764K 0.2% 76
2024
Q4 		$15.6M Sell
210,544
-2,480
-1% -$186K 0.19% 78
2024
Q3 		$13.8M Sell
213,024
-73,580
-26% -$4.83M 0.17% 83
2024
Q2 		$21.1M Sell
286,604
-10,635
-4% -$786K 0.28% 57
2024
Q1 		$21.5M Sell
297,239
-21,767
-7% -$1.43M 0.29% 60
2023
Q4 		$21.9M Buy
319,006
+255,735
+404% +$14.8M 0.31% 48
2023
Q3 		$3.47M Sell
63,271
-189
-0.3% -$11.4K 0.08% 100
2023
Q2 		$3.6M Buy
+63,460
New +$3.32M 0.08% 93
2018
Q3 		– Sell
-2,045
Closed -$104K – 614
2018
Q2 		$104K Buy
2,045
+771
+61% +$42.7K 0.01% 318
2018
Q1 		$67K Buy
+1,274
New +$68.3K 0.01% 308

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

RWA Wealth Partners's SCHW Position: Q2 2026 in Review

RWA Wealth Partners reduced its Charles Schwab (SCHW) stake by 6.4% in Q2 2026, selling an estimated $1.32M and leaving 213,349 shares worth $19.7M. The position accounts for 0.19% of the portfolio, ranked #76.

RWA Wealth Partners first reported a position in SCHW in Q1 2018 and has held it in 15 quarters since. The position peaked at $22.8M in Q4 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • RWA Wealth Partners held 213,349 shares of Charles Schwab worth $19.7M as of Q2 2026.
  • RWA Wealth Partners sold 14,504 Charles Schwab shares in Q2 2026, an estimated $1.32M.
  • Charles Schwab made up 0.19% of RWA Wealth Partners's portfolio in Q2 2026, its #76 holding.
  • RWA Wealth Partners first reported a position in Charles Schwab in Q1 2018 and has held it in 15 quarters since.
  • RWA Wealth Partners's Charles Schwab position peaked at $22.8M in Q4 2025.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.