SWM
SCHW

Sculati Wealth Management’s Charles Schwab SCHW Stock Holding History

Sculati Wealth Management’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 		$3.95M Sell
38,918
-42
-0.1% -$3.83K 1.32% 20
2026
Q1 		$3.66M Sell
38,960
-970
-2% -$95.1K 1.35% 22
2025
Q4 		$3.99M Sell
39,930
-392
-1% -$37.2K 1.41% 19
2025
Q3 		$3.85M Sell
40,322
-317
-0.8% -$30.1K 1.36% 21
2025
Q2 		$3.71M Sell
40,639
-421
-1% -$35.3K 1.39% 21
2025
Q1 		$3.21M Sell
41,060
-845
-2% -$66.3K 1.3% 18
2024
Q4 		$3.1M Sell
41,905
-192
-0.5% -$14.4K 1.23% 23
2024
Q3 		$2.73M Sell
42,097
-576
-1% -$37.8K 1.09% 27
2024
Q2 		$3.14M Sell
42,673
-315
-0.7% -$23.3K 1.34% 19
2024
Q1 		$3.11M Buy
42,988
+17
+0% +$1.12K 1.34% 21
2023
Q4 		$2.96M Buy
42,971
+165
+0.4% +$9.53K 1.38% 21
2023
Q3 		$2.35M Buy
42,806
+620
+1% +$37.5K 1.2% 27
2023
Q2 		$2.39M Buy
42,186
+125
+0.3% +$6.55K 1.2% 26
2023
Q1 		$2.2M Buy
42,061
+967
+2% +$70.8K 1.17% 26
2022
Q4 		$3.42M Buy
41,094
+174
+0.4% +$13.5K 1.92% 10
2022
Q3 		$2.94M Buy
40,920
+254
+0.6% +$17.6K 1.74% 12
2022
Q2 		$2.57M Buy
40,666
+330
+0.8% +$22.8K 1.47% 16
2022
Q1 		$3.4M Buy
40,336
+611
+2% +$53.7K 1.66% 13
2021
Q4 		$3.34M Buy
39,725
+346
+0.9% +$28K 1.61% 15
2021
Q3 		$2.87M Buy
39,379
+172
+0.4% +$12.3K 1.52% 16
2021
Q2 		$2.85M Buy
39,207
+105
+0.3% +$7.43K 1.51% 16
2021
Q1 		$2.55M Sell
39,102
-1,405
-3% -$85.2K 1.47% 19
2020
Q4 		$2.15M Buy
40,507
+262
+0.7% +$11.9K 1.41% 21
2020
Q3 		$1.46M Buy
40,245
+1,483
+4% +$51.6K 1.09% 30
2020
Q2 		$1.31M Buy
38,762
+15,057
+64% +$539K 1.1% 33
2020
Q1 		$797K Buy
+23,705
New +$995K 0.88% 39

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

Sculati Wealth Management's SCHW Position: Q2 2026 in Review

Sculati Wealth Management reduced its Charles Schwab (SCHW) stake by 0.11% in Q2 2026, selling an estimated $3.83K and leaving 38,918 shares worth $3.95M. The position accounts for 1.32% of the portfolio, ranked #20.

Sculati Wealth Management first reported a position in SCHW in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.99M in Q4 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Sculati Wealth Management held 38,918 shares of Charles Schwab worth $3.95M as of Q2 2026.
  • Sculati Wealth Management sold 42 Charles Schwab shares in Q2 2026, an estimated $3.83K.
  • Charles Schwab made up 1.32% of Sculati Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Sculati Wealth Management first reported a position in Charles Schwab in Q1 2020 and has held it in 26 quarters since.
  • Sculati Wealth Management's Charles Schwab position peaked at $3.99M in Q4 2025.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Sculati Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.