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
Q2 		$67K Sell
727
-233
-24% -$21.2K ﹤0.01% 477
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
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 $3.38T AUM 44.17% 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

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

SHP Wealth Management reduced its Charles Schwab (SCHW) stake by 24% in Q2 2026, selling an estimated $21.2K and leaving 727 shares worth $67K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

SHP Wealth Management first reported a position in SCHW in Q4 2025 and has held it in 3 quarters since. The position peaked at $90.3K in Q1 2026. 2,317 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • SHP Wealth Management held 727 shares of Charles Schwab worth $67K as of Q2 2026.
  • SHP Wealth Management sold 233 Charles Schwab shares in Q2 2026, an estimated $21.2K.
  • Charles Schwab made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #477 holding.
  • SHP Wealth Management first reported a position in Charles Schwab in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Charles Schwab position peaked at $90.3K in Q1 2026.
  • 2,317 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.