SSW
SCHW

Stone Summit Wealth’s Charles Schwab SCHW Stock Holding History

Stone Summit 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 		$1.01M Hold
10,900
– – 0.26% 68
2026
Q1 		$1.02M Hold
10,900
– – 0.29% 67
2025
Q4 		$1.09M Hold
10,900
– – 0.3% 66
2025
Q3 		$1.04M Buy
+10,900
New +$1.03M 0.3% 66

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

Stone Summit Wealth's SCHW Position: Q2 2026 in Review

Stone Summit Wealth held its Charles Schwab (SCHW) position steady in Q2 2026 at 10,900 shares worth $1.01M. The position accounts for 0.26% of the portfolio, ranked #68.

Stone Summit Wealth first reported a position in SCHW in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.09M in Q4 2025. 2,311 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Stone Summit Wealth held 10,900 shares of Charles Schwab worth $1.01M as of Q2 2026.
  • Stone Summit Wealth left its Charles Schwab share count unchanged in Q2 2026.
  • Charles Schwab made up 0.26% of Stone Summit Wealth's portfolio in Q2 2026, its #68 holding.
  • Stone Summit Wealth first reported a position in Charles Schwab in Q3 2025 and has held it in 4 quarters since.
  • Stone Summit Wealth's Charles Schwab position peaked at $1.09M in Q4 2025.
  • 2,311 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.