SFCL
SCHW

Strengthening Families & Communities LLC’s Charles Schwab SCHW Stock Holding History

Strengthening Families & Communities LLC’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 		$1.84K Buy
+20
New +$1.82K ﹤0.01% 598
2025
Q4 		– Sell
-10
Closed -$959 – 683
2025
Q3 		$959 Buy
+10
New +$949 ﹤0.01% 563
2024
Q3 		– Sell
-24
Closed -$2K – 607
2024
Q2 		$2K Buy
+24
New +$1.77K ﹤0.01% 485
2023
Q3 		– Sell
-1,564
Closed -$89K – 449
2023
Q2 		$89K Buy
+1,564
New +$81.9K 0.04% 170

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 $3.38T AUM 44.17% 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

Strengthening Families & Communities LLC's SCHW Position: Q2 2026 in Review

Strengthening Families & Communities LLC opened a new position in Charles Schwab (SCHW) in Q2 2026: 20 shares worth $1.84K. The stake represents ﹤0.01% of the portfolio and ranks #598 among its holdings. This is a return to the name: Strengthening Families & Communities LLC previously reported a position in SCHW as recently as Q3 2025.

Strengthening Families & Communities LLC first reported a position in SCHW in Q2 2023 and has held it in 4 quarters since. The position peaked at $89K in Q2 2023. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Strengthening Families & Communities LLC held 20 shares of Charles Schwab worth $1.84K as of Q2 2026.
  • Charles Schwab was a new Strengthening Families & Communities LLC position in Q2 2026.
  • Charles Schwab made up ﹤0.01% of Strengthening Families & Communities LLC's portfolio in Q2 2026, its #598 holding.
  • Strengthening Families & Communities LLC first reported a position in Charles Schwab in Q2 2023 and has held it in 4 quarters since.
  • Strengthening Families & Communities LLC's Charles Schwab position peaked at $89K in Q2 2023.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Strengthening Families & Communities LLC's 13F filing for Q2 2026, filed 11 Aug 2026.