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
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 $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

Stone Summit Wealth's SCHW Position: Q1 2026 in Review

Stone Summit Wealth held its Charles Schwab (SCHW) position steady in Q1 2026 at 10,900 shares worth $1.02M. The position accounts for 0.29% of the portfolio, ranked #67.

Stone Summit Wealth first reported a position in SCHW in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.09M in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Stone Summit Wealth held 10,900 shares of Charles Schwab worth $1.02M as of Q1 2026.
  • Stone Summit Wealth left its Charles Schwab share count unchanged in Q1 2026.
  • Charles Schwab made up 0.29% of Stone Summit Wealth's portfolio in Q1 2026, its #67 holding.
  • Stone Summit Wealth first reported a position in Charles Schwab in Q3 2025 and has held it in 3 quarters since.
  • Stone Summit Wealth's Charles Schwab position peaked at $1.09M in Q4 2025.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.