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
2023
Q4 		– Hold
0
– -$49.4K – 501
2023
Q3 		– Hold
0
– – – 419
2023
Q2 		– Hold
0
– -$314K – 495
2023
Q1 		– Hold
0
– – – 298

Other funds holding SCHW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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. 1,143 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.
  • 1,143 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.