SW
SCHW

StrongBox Wealth’s Charles Schwab SCHW Stock Holding History

StrongBox 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
Q2 		$46.9K Buy
+508
New +$46.3K 0.01% 176
2023
Q4 		– Sell
-4,774
Closed -$262K – 83
2023
Q3 		$262K Sell
4,774
-48
-1% -$2.9K 0.17% 69
2023
Q2 		$273K Buy
+4,822
New +$253K 0.17% 72

Other funds holding SCHW

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

StrongBox Wealth's SCHW Position: Q2 2026 in Review

StrongBox Wealth opened a new position in Charles Schwab (SCHW) in Q2 2026: 508 shares worth $46.9K. The stake represents 0.01% of the portfolio and ranks #176 among its holdings. This is a return to the name: StrongBox Wealth previously reported a position in SCHW as recently as Q3 2023.

StrongBox Wealth first reported a position in SCHW in Q2 2023 and has held it in 3 quarters since. The position peaked at $273K in Q2 2023. 616 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • StrongBox Wealth held 508 shares of Charles Schwab worth $46.9K as of Q2 2026.
  • Charles Schwab was a new StrongBox Wealth position in Q2 2026.
  • Charles Schwab made up 0.01% of StrongBox Wealth's portfolio in Q2 2026, its #176 holding.
  • StrongBox Wealth first reported a position in Charles Schwab in Q2 2023 and has held it in 3 quarters since.
  • StrongBox Wealth's Charles Schwab position peaked at $273K in Q2 2023.
  • 616 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.