Simplicity Wealth’s Charles Schwab SCHW Stock Holding History

Simplicity Wealth’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	$582K	Buy	6,196 +904	+17%	+$88.7K	0.03%	419
2025 Q4	$529K	Buy	5,292 +1,264	+31%	+$120K	0.03%	414
2025 Q3	$385K	Sell	4,028 -6,968	-63%	-$661K	0.02%	504
2025 Q2	$1M	Buy	10,996 +6,300	+134%	+$528K	0.04%	330
2025 Q1	$368K	Sell	4,696 -376	-7%	-$29.5K	0.03%	391
2024 Q4	$375K	Buy	5,072 +1,465	+41%	+$110K	0.08%	199
2024 Q3	$234K	Sell	3,607 -26,824	-88%	-$1.76M	0.02%	440
2024 Q2	$2.24M	Buy	30,431 +4,364	+17%	+$322K	0.05%	333
2024 Q1	$1.89M	Buy	+26,067	New	+$1.72M	0.04%	363

Other funds holding SCHW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Simplicity Wealth's SCHW Position: Q1 2026 in Review

Simplicity Wealth increased its Charles Schwab (SCHW) stake by 17% in Q1 2026, buying an estimated $88.7K and bringing the position to 6,196 shares worth $582K. The position accounts for 0.03% of the portfolio, ranked #419.

Simplicity Wealth first reported a position in SCHW in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.24M in Q2 2024. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Simplicity Wealth held 6,196 shares of Charles Schwab worth $582K as of Q1 2026.
Simplicity Wealth bought 904 Charles Schwab shares in Q1 2026, an estimated $88.7K.
Charles Schwab made up 0.03% of Simplicity Wealth's portfolio in Q1 2026, its #419 holding.
Simplicity Wealth first reported a position in Charles Schwab in Q1 2024 and has held it in 9 quarters since.
Simplicity Wealth's Charles Schwab position peaked at $2.24M in Q2 2024.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.