SL
SCHW

Salomon & Ludwin’s Charles Schwab SCHW Stock Holding History

Salomon & Ludwin’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 		$19.5K Sell
204
-11
-5% -$1K ﹤0.01% 1162
2026
Q1 		$20.2K Sell
215
-23
-10% -$2.26K ﹤0.01% 1081
2025
Q4 		$24.7K Hold
238
– – ﹤0.01% 738
2025
Q3 		$22.4K Sell
238
-10
-4% -$949 ﹤0.01% 747
2025
Q2 		$22.7K Sell
248
-80
-24% -$6.7K ﹤0.01% 367
2025
Q1 		$25.7K Sell
328
-87
-21% -$6.83K ﹤0.01% 328
2024
Q4 		$30.7K Sell
415
-45
-10% -$3.37K ﹤0.01% 301
2024
Q3 		$29.8K Sell
460
-287
-38% -$18.9K ﹤0.01% 316
2024
Q2 		$55K Sell
747
-31
-4% -$2.29K 0.01% 246
2024
Q1 		$56.3K Buy
778
+257
+49% +$16.9K ﹤0.01% 337
2023
Q4 		$28.6K Hold
521
– – ﹤0.01% 370
2023
Q3 		$28.6K Buy
+521
New +$31.5K ﹤0.01% 370

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

Salomon & Ludwin's SCHW Position: Q2 2026 in Review

Salomon & Ludwin reduced its Charles Schwab (SCHW) stake by 5.1% in Q2 2026, selling an estimated $1K and leaving 204 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1162.

Salomon & Ludwin first reported a position in SCHW in Q3 2023 and has held it in 12 quarters since. The position peaked at $56.3K in Q1 2024. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Salomon & Ludwin held 204 shares of Charles Schwab worth $19.5K as of Q2 2026.
  • Salomon & Ludwin sold 11 Charles Schwab shares in Q2 2026, an estimated $1K.
  • Charles Schwab made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1162 holding.
  • Salomon & Ludwin first reported a position in Charles Schwab in Q3 2023 and has held it in 12 quarters since.
  • Salomon & Ludwin's Charles Schwab position peaked at $56.3K in Q1 2024.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.