SWMG
SCHW

Signature Wealth Management Group’s Charles Schwab SCHW Stock Holding History

Signature Wealth Management Group’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 		$272K Sell
2,892
-59
-2% -$5.79K 0.1% 116
2025
Q4 		$295K Sell
2,951
-99
-3% -$9.39K 0.12% 95
2025
Q3 		$291K Sell
3,050
-12
-0.4% -$1.14K 0.11% 101
2025
Q2 		$279K Sell
3,062
-675
-18% -$56.5K 0.11% 105
2025
Q1 		$293K Sell
3,737
-21,237
-85% -$1.67M 0.11% 104
2024
Q4 		$1.85M Buy
24,974
+666
+3% +$49.8K 0.74% 56
2024
Q3 		$1.58M Buy
24,308
+128
+0.5% +$8.41K 0.63% 59
2024
Q2 		$1.78M Buy
24,180
+344
+1% +$25.4K 0.78% 51
2024
Q1 		$1.75M Buy
23,836
+2,242
+10% +$148K 0.8% 43
2023
Q4 		$1.49M Buy
+21,594
New +$1.25M 0.69% 52
2023
Q2 		$1.12M Sell
19,755
-442
-2% -$23.2K 0.52% 67
2023
Q1 		$1.06M Buy
+20,197
New +$1.48M 0.5% 68
2020
Q1 		– Sell
-15,494
Closed -$737K – 79
2019
Q4 		$737K Buy
15,494
+156
+1% +$6.88K 0.47% 57
2019
Q3 		$642K Sell
15,338
-262
-2% -$10.6K 0.43% 55
2019
Q2 		$637K Buy
+15,600
New +$680K 0.43% 58
2018
Q3 		– Sell
-13
Closed -$1K – 346
2018
Q2 		$1K Hold
13
– – ﹤0.01% 315
2018
Q1 		$1K Buy
+13
New +$697 ﹤0.01% 320

Other funds holding SCHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Signature Wealth Management Group's SCHW Position: Q1 2026 in Review

Signature Wealth Management Group reduced its Charles Schwab (SCHW) stake by 2% in Q1 2026, selling an estimated $5.79K and leaving 2,892 shares worth $272K. The position accounts for 0.1% of the portfolio, ranked #116.

Signature Wealth Management Group first reported a position in SCHW in Q1 2018 and has held it in 17 quarters since. The position peaked at $1.85M in Q4 2024. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Signature Wealth Management Group held 2,892 shares of Charles Schwab worth $272K as of Q1 2026.
  • Signature Wealth Management Group sold 59 Charles Schwab shares in Q1 2026, an estimated $5.79K.
  • Charles Schwab made up 0.1% of Signature Wealth Management Group's portfolio in Q1 2026, its #116 holding.
  • Signature Wealth Management Group first reported a position in Charles Schwab in Q1 2018 and has held it in 17 quarters since.
  • Signature Wealth Management Group's Charles Schwab position peaked at $1.85M in Q4 2024.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.