SRWM
SCHW

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
Q3 		$1.05M Sell
10,776
-100
-0.9% -$10.5K 0.37% 33
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

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

Shira Ridge Wealth Management's SCHW Position: Q3 2026 in Review

Shira Ridge Wealth Management reduced its Charles Schwab (SCHW) stake by 0.92% in Q3 2026, selling an estimated $10.5K and leaving 10,776 shares worth $1.05M. The position accounts for 0.37% of the portfolio, ranked #33.

Shira Ridge Wealth Management first reported a position in SCHW in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.1M in Q4 2025. 108 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

  • Shira Ridge Wealth Management held 10,776 shares of Charles Schwab worth $1.05M as of Q3 2026.
  • Shira Ridge Wealth Management sold 100 Charles Schwab shares in Q3 2026, an estimated $10.5K.
  • Charles Schwab made up 0.37% of Shira Ridge Wealth Management's portfolio in Q3 2026, its #33 holding.
  • Shira Ridge Wealth Management first reported a position in Charles Schwab in Q4 2022 and has held it in 16 quarters since.
  • Shira Ridge Wealth Management's Charles Schwab position peaked at $1.1M in Q4 2025.
  • 108 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.