Semus Wealth Partners’s Charles Schwab SCHW Stock Holding History

Semus 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	$354K	Buy	3,832 +13	+0.3%	+$1.19K	0.17%	85
2026 Q1	$359K	Sell	3,819 -93	-2%	-$9.12K	0.2%	77
2025 Q4	$391K	Sell	3,912 -369	-9%	-$35K	0.21%	71
2025 Q3	$409K	Buy	4,281 +14	+0.3%	+$1.33K	0.23%	67
2025 Q2	$389K	Sell	4,267 -188	-4%	-$15.7K	0.25%	70
2025 Q1	$349K	Buy	4,455 +34	+0.8%	+$2.67K	0.24%	72
2024 Q4	$327K	Buy	4,421 +13	+0.3%	+$973	0.22%	75
2024 Q3	$286K	Buy	4,408 +684	+18%	+$44.9K	0.2%	92
2024 Q2	$274K	Buy	3,724 +341	+10%	+$25.2K	0.21%	86
2024 Q1	$245K	Buy	3,383 +11	+0.3%	+$724	0.21%	107
2023 Q4	$232K	Buy	+3,372	New	+$195K	0.19%	109

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

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

Semus Wealth Partners increased its Charles Schwab (SCHW) stake by 0.34% in Q2 2026, buying an estimated $1.19K and bringing the position to 3,832 shares worth $354K. The position accounts for 0.17% of the portfolio, ranked #85.

Semus Wealth Partners first reported a position in SCHW in Q4 2023 and has held it in 11 quarters since. The position peaked at $409K in Q3 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Semus Wealth Partners held 3,832 shares of Charles Schwab worth $354K as of Q2 2026.
Semus Wealth Partners bought 13 Charles Schwab shares in Q2 2026, an estimated $1.19K.
Charles Schwab made up 0.17% of Semus Wealth Partners's portfolio in Q2 2026, its #85 holding.
Semus Wealth Partners first reported a position in Charles Schwab in Q4 2023 and has held it in 11 quarters since.
Semus Wealth Partners's Charles Schwab position peaked at $409K in Q3 2025.
2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Semus Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.