SFG
SCHW

Strive Financial Group’s Charles Schwab SCHW Stock Holding History

Strive Financial Group’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 		$277 Buy
+3
New +$274 ﹤0.01% 779
2026
Q1 		– Sell
-3
Closed -$300 – 844
2025
Q4 		$300 Buy
+3
New +$285 ﹤0.01% 668

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

Strive Financial Group's SCHW Position: Q2 2026 in Review

Strive Financial Group opened a new position in Charles Schwab (SCHW) in Q2 2026: 3 shares worth $277. The stake represents ﹤0.01% of the portfolio and ranks #779 among its holdings. This is a return to the name: Strive Financial Group previously reported a position in SCHW as recently as Q4 2025.

Strive Financial Group first reported a position in SCHW in Q4 2025 and has held it in 2 quarters since. The position peaked at $300 in Q4 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Strive Financial Group held 3 shares of Charles Schwab worth $277 as of Q2 2026.
  • Charles Schwab was a new Strive Financial Group position in Q2 2026.
  • Charles Schwab made up ﹤0.01% of Strive Financial Group's portfolio in Q2 2026, its #779 holding.
  • Strive Financial Group first reported a position in Charles Schwab in Q4 2025 and has held it in 2 quarters since.
  • Strive Financial Group's Charles Schwab position peaked at $300 in Q4 2025.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Strive Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.