SWP
SCHW

Strategic Wealth Partners’s Charles Schwab SCHW Stock Holding History

Strategic Wealth Partners’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 		$1.87M Sell
20,229
-14,798
-42% -$1.35M 0.12% 113
2026
Q1 		$3.29M Buy
35,027
+6,031
+21% +$591K 0.23% 84
2025
Q4 		$2.9M Buy
28,996
+4,271
+17% +$405K 0.2% 87
2025
Q3 		$2.36M Sell
24,725
-513
-2% -$48.7K 0.18% 96
2025
Q2 		$2.3M Buy
+25,238
New +$2.11M 0.18% 94
2024
Q4 		$2.04M Buy
24,963
+1,497
+6% +$112K 0.17% 102
2024
Q3 		$1.52M Sell
23,466
-49,883
-68% -$3.28M 0.15% 115
2024
Q2 		$5.41M Buy
73,349
+55,841
+319% +$4.13M 0.56% 61
2024
Q1 		$1.27M Sell
17,508
-5,883
-25% -$387K 0.14% 113
2023
Q4 		$1.61M Buy
23,391
+3,798
+19% +$219K 0.2% 96
2023
Q3 		$1.08M Sell
19,593
-697
-3% -$42.1K 0.14% 149
2023
Q2 		$1.15M Buy
+20,290
New +$1.06M 0.15% 145
2019
Q2 		– Sell
-420
Closed -$19K – 809
2019
Q1 		$19K Buy
420
+350
+500% +$15.8K 0.01% 383
2018
Q4 		$3K Hold
70
– – ﹤0.01% 624
2018
Q3 		$3K Hold
70
– – ﹤0.01% 591
2018
Q2 		$4K Hold
70
– – ﹤0.01% 660
2018
Q1 		$4K Hold
70
– – ﹤0.01% 677
2017
Q4 		$4K Buy
+70
New +$3.29K ﹤0.01% 638

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

Strategic Wealth Partners's SCHW Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Charles Schwab (SCHW) stake by 42% in Q2 2026, selling an estimated $1.35M and leaving 20,229 shares worth $1.87M. The position accounts for 0.12% of the portfolio, ranked #113.

Strategic Wealth Partners first reported a position in SCHW in Q4 2017 and has held it in 18 quarters since. The position peaked at $5.41M in Q2 2024. 2,314 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Strategic Wealth Partners held 20,229 shares of Charles Schwab worth $1.87M as of Q2 2026.
  • Strategic Wealth Partners sold 14,798 Charles Schwab shares in Q2 2026, an estimated $1.35M.
  • Charles Schwab made up 0.12% of Strategic Wealth Partners's portfolio in Q2 2026, its #113 holding.
  • Strategic Wealth Partners first reported a position in Charles Schwab in Q4 2017 and has held it in 18 quarters since.
  • Strategic Wealth Partners's Charles Schwab position peaked at $5.41M in Q2 2024.
  • 2,314 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.