Shira Ridge Wealth Management’s Charles Schwab SCHW Stock Holding History

Shira Ridge 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	$1M	Sell	10,876 -125	-1%	-$11.4K	0.35%	34
2026 Q1	$1.03M	Hold	11,001	–	–	0.41%	33
2025 Q4	$1.1M	Buy	11,001 +25	+0.2%	+$2.37K	0.44%	34
2025 Q3	$1.05M	Hold	10,976	–	–	0.44%	33
2025 Q2	$1M	Buy	10,976 +1	+0%	+$84	0.46%	33
2025 Q1	$859K	Buy	10,975 +1	+0%	+$78	0.43%	38
2024 Q4	$812K	Hold	10,974	–	–	0.4%	37
2024 Q3	$711K	Buy	10,974 +2	+0%	+$131	0.36%	44
2024 Q2	$809K	Buy	10,972 +101	+0.9%	+$7.46K	0.45%	35
2024 Q1	$786K	Buy	10,871 +26	+0.2%	+$1.71K	0.45%	37
2023 Q4	$746K	Buy	10,845 +9	+0.1%	+$520	0.45%	40
2023 Q3	$595K	Buy	10,836 +21	+0.2%	+$1.27K	0.39%	42
2023 Q2	$613K	Buy	10,815 +1,426	+15%	+$74.7K	0.38%	38
2023 Q1	$492K	Hold	9,389	–	–	0.32%	46
2022 Q4	$782K	Buy	+9,389	New	+$729K	0.54%	31

Other funds holding SCHW

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Shira Ridge Wealth Management's SCHW Position: Q2 2026 in Review

Shira Ridge Wealth Management reduced its Charles Schwab (SCHW) stake by 1.1% in Q2 2026, selling an estimated $11.4K and leaving 10,876 shares worth $1M. The position accounts for 0.35% of the portfolio, ranked #34.

Shira Ridge Wealth Management first reported a position in SCHW in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.1M in Q4 2025. 801 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Shira Ridge Wealth Management held 10,876 shares of Charles Schwab worth $1M as of Q2 2026.
Shira Ridge Wealth Management sold 125 Charles Schwab shares in Q2 2026, an estimated $11.4K.
Charles Schwab made up 0.35% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #34 holding.
Shira Ridge Wealth Management first reported a position in Charles Schwab in Q4 2022 and has held it in 15 quarters since.
Shira Ridge Wealth Management's Charles Schwab position peaked at $1.1M in Q4 2025.
801 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.