SWM
SCHW

SHP Wealth Management’s Charles Schwab SCHW Stock Holding History

SHP 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
Q1 		$90.3K Buy
960
+537
+127% +$52.7K 0.01% 399
2025
Q4 		$42.3K Buy
+423
New +$40.1K ﹤0.01% 514

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

SHP Wealth Management's SCHW Position: Q1 2026 in Review

SHP Wealth Management increased its Charles Schwab (SCHW) stake by 127% in Q1 2026, buying an estimated $52.7K and bringing the position to 960 shares worth $90.3K. The position accounts for 0.01% of the portfolio, ranked #399.

SHP Wealth Management first reported a position in SCHW in Q4 2025 and has held it in 2 quarters since. 2,327 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • SHP Wealth Management held 960 shares of Charles Schwab worth $90.3K as of Q1 2026.
  • SHP Wealth Management bought 537 Charles Schwab shares in Q1 2026, an estimated $52.7K.
  • Charles Schwab made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #399 holding.
  • SHP Wealth Management first reported a position in Charles Schwab in Q4 2025 and has held it in 2 quarters since.
  • 2,327 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.