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 Q2	$1.36M	Sell	14,731 -3,742	-20%	-$341K	0.02%	287
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Sagespring Wealth Partners reduced its Charles Schwab (SCHW) stake by 20% in Q2 2026, selling an estimated $341K and leaving 14,731 shares worth $1.36M. The position accounts for 0.02% of the portfolio, ranked #287.

Sagespring Wealth Partners first reported a position in SCHW in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.74M in Q1 2026. 2,314 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Sagespring Wealth Partners held 14,731 shares of Charles Schwab worth $1.36M as of Q2 2026.
Sagespring Wealth Partners sold 3,742 Charles Schwab shares in Q2 2026, an estimated $341K.
Charles Schwab made up 0.02% of Sagespring Wealth Partners's portfolio in Q2 2026, its #287 holding.
Sagespring Wealth Partners first reported a position in Charles Schwab in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's Charles Schwab position peaked at $1.74M in Q1 2026.
2,314 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.