SWP
SCHW

Sagespring Wealth Partners’s Charles Schwab SCHW Stock Holding History

Sagespring 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
Q1 		$1.74M Buy
18,473
+1,209
+7% +$119K 0.03% 214
2025
Q4 		$1.72M Buy
17,264
+1,381
+9% +$131K 0.03% 210
2025
Q3 		$1.52M Buy
15,883
+1,570
+11% +$149K 0.03% 227
2025
Q2 		$1.31M Buy
14,313
+5,277
+58% +$442K 0.03% 232
2025
Q1 		$707K Buy
9,036
+2,732
+43% +$214K 0.02% 314
2024
Q4 		$467K Buy
+6,304
New +$472K 0.01% 366

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

Sagespring Wealth Partners's SCHW Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Charles Schwab (SCHW) stake by 7% in Q1 2026, buying an estimated $119K and bringing the position to 18,473 shares worth $1.74M. The position accounts for 0.03% of the portfolio, ranked #214.

Sagespring Wealth Partners first reported a position in SCHW in Q4 2024 and has held it in 6 quarters since. 2,321 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Sagespring Wealth Partners held 18,473 shares of Charles Schwab worth $1.74M as of Q1 2026.
  • Sagespring Wealth Partners bought 1,209 Charles Schwab shares in Q1 2026, an estimated $119K.
  • Charles Schwab made up 0.03% of Sagespring Wealth Partners's portfolio in Q1 2026, its #214 holding.
  • Sagespring Wealth Partners first reported a position in Charles Schwab in Q4 2024 and has held it in 6 quarters since.
  • 2,321 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.