SW
SCHW

SteelPeak Wealth’s Charles Schwab SCHW Stock Holding History

SteelPeak 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
Q2 		$529K Buy
5,737
+2,813
+96% +$257K 0.01% 417
2026
Q1 		$275K Buy
2,924
+281
+11% +$27.6K 0.01% 471
2025
Q4 		$264K Sell
2,643
-2,207
-46% -$209K 0.01% 458
2025
Q3 		$463K Buy
4,850
+2,081
+75% +$198K 0.02% 400
2025
Q2 		$253K Sell
2,769
-73,070
-96% -$6.12M 0.01% 444
2025
Q1 		$5.94M Sell
75,839
-1,632
-2% -$128K 0.25% 91
2024
Q4 		$5.73M Buy
77,471
+1,710
+2% +$128K 0.23% 85
2024
Q3 		$4.91M Buy
75,761
+2
+0% +$131 0.21% 91
2024
Q2 		$5.58M Buy
75,759
+71,301
+1,599% +$5.27M 0.26% 80
2024
Q1 		$323K Sell
4,458
-795
-15% -$52.4K 0.02% 353
2023
Q4 		$361K Buy
5,253
+579
+12% +$33.4K 0.02% 314
2023
Q3 		$257K Sell
4,674
-41,455
-90% -$2.51M 0.02% 354
2023
Q2 		$2.61M Buy
46,129
+34,850
+309% +$1.83M 0.16% 102
2023
Q1 		$591K Buy
11,279
+6,168
+121% +$452K 0.04% 223
2022
Q4 		$426K Buy
+5,111
New +$397K 0.03% 269
2022
Q2 		– Sell
-2,544
Closed -$214K – 468
2022
Q1 		$214K Buy
+2,544
New +$224K 0.01% 389
2021
Q2 		– Sell
-18,588
Closed -$1.21M – 465
2021
Q1 		$1.21M Sell
18,588
-278
-1% -$16.9K 0.1% 140
2020
Q4 		$1M Buy
+18,866
New +$854K 0.09% 155

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 $3.37T AUM 44.26% 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

SteelPeak Wealth's SCHW Position: Q2 2026 in Review

SteelPeak Wealth increased its Charles Schwab (SCHW) stake by 96% in Q2 2026, buying an estimated $257K and bringing the position to 5,737 shares worth $529K. The position accounts for 0.01% of the portfolio, ranked #417.

SteelPeak Wealth first reported a position in SCHW in Q4 2020 and has held it in 18 quarters since. The position peaked at $5.94M in Q1 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • SteelPeak Wealth held 5,737 shares of Charles Schwab worth $529K as of Q2 2026.
  • SteelPeak Wealth bought 2,813 Charles Schwab shares in Q2 2026, an estimated $257K.
  • Charles Schwab made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #417 holding.
  • SteelPeak Wealth first reported a position in Charles Schwab in Q4 2020 and has held it in 18 quarters since.
  • SteelPeak Wealth's Charles Schwab position peaked at $5.94M in Q1 2025.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.