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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Strategic Wealth Partners's SCHW Position: Q1 2026 in Review

Strategic Wealth Partners increased its Charles Schwab (SCHW) stake by 21% in Q1 2026, buying an estimated $591K and bringing the position to 35,027 shares worth $3.29M. The position accounts for 0.23% of the portfolio, ranked #84.

Strategic Wealth Partners first reported a position in SCHW in Q4 2017 and has held it in 17 quarters since. The position peaked at $5.41M in Q2 2024. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Strategic Wealth Partners held 35,027 shares of Charles Schwab worth $3.29M as of Q1 2026.
Strategic Wealth Partners bought 6,031 Charles Schwab shares in Q1 2026, an estimated $591K.
Charles Schwab made up 0.23% of Strategic Wealth Partners's portfolio in Q1 2026, its #84 holding.
Strategic Wealth Partners first reported a position in Charles Schwab in Q4 2017 and has held it in 17 quarters since.
Strategic Wealth Partners's Charles Schwab position peaked at $5.41M in Q2 2024.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.