Summit Wealth & Retirement Planning’s Charles Schwab SCHW Stock Holding History

Summit Wealth & Retirement Planning’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	$419K	Sell	4,544 -170	-4%	-$15.5K	0.09%	72
2026 Q1	$443K	Buy	4,714 +378	+9%	+$37.1K	0.11%	66
2025 Q4	$433K	Buy	4,336 +33	+0.8%	+$3.13K	0.1%	69
2025 Q3	$411K	Buy	4,303 +6	+0.1%	+$570	0.1%	66
2025 Q2	$392K	Buy	4,297 +1,236	+40%	+$103K	0.11%	67
2025 Q1	$240K	Buy	+3,061	New	+$240K	0.07%	68
2023 Q2	–	Sell	-8,864	Closed	-$464K	–	97
2023 Q1	$464K	Buy	+8,864	New	+$649K	0.17%	57

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Summit Wealth & Retirement Planning's SCHW Position: Q2 2026 in Review

Summit Wealth & Retirement Planning reduced its Charles Schwab (SCHW) stake by 3.6% in Q2 2026, selling an estimated $15.5K and leaving 4,544 shares worth $419K. The position accounts for 0.09% of the portfolio, ranked #72.

Summit Wealth & Retirement Planning first reported a position in SCHW in Q1 2023 and has held it in 7 quarters since. The position peaked at $464K in Q1 2023. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Summit Wealth & Retirement Planning held 4,544 shares of Charles Schwab worth $419K as of Q2 2026.
Summit Wealth & Retirement Planning sold 170 Charles Schwab shares in Q2 2026, an estimated $15.5K.
Charles Schwab made up 0.09% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #72 holding.
Summit Wealth & Retirement Planning first reported a position in Charles Schwab in Q1 2023 and has held it in 7 quarters since.
Summit Wealth & Retirement Planning's Charles Schwab position peaked at $464K in Q1 2023.
2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.