TWP
SCHW

Tempus Wealth Planning’s Charles Schwab SCHW Stock Holding History

Tempus Wealth 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 		$501K Buy
5,426
+49
+0.9% +$4.47K 0.1% 182
2026
Q1 		$505K Buy
5,377
+8
+0.1% +$785 0.12% 175
2025
Q4 		$536K Sell
5,369
-43
-0.8% -$4.08K 0.12% 171
2025
Q3 		$517K Sell
5,412
-269
-5% -$25.5K 0.12% 174
2025
Q2 		$518K Sell
5,681
-87
-2% -$7.29K 0.13% 162
2025
Q1 		$451K Sell
5,768
-92
-2% -$7.22K 0.13% 159
2024
Q4 		$434K Sell
5,860
-360
-6% -$26.9K 0.13% 160
2024
Q3 		$403K Buy
6,220
+476
+8% +$31.3K 0.15% 145
2024
Q2 		$423K Buy
5,744
+1,041
+22% +$76.9K 0.18% 122
2024
Q1 		$340K Buy
4,703
+1,231
+35% +$81.1K 0.15% 140
2023
Q4 		$239K Buy
+3,472
New +$201K 0.1% 168
2023
Q3 		– Sell
-5,980
Closed -$339K – 186
2023
Q2 		$339K Buy
5,980
+1,558
+35% +$81.6K 0.15% 132
2023
Q1 		$232K Buy
+4,422
New +$324K 0.11% 157
2022
Q4 		– Sell
-3,409
Closed -$245K – 195
2022
Q3 		$245K Buy
+3,409
New +$237K 0.16% 150

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

Tempus Wealth Planning's SCHW Position: Q2 2026 in Review

Tempus Wealth Planning increased its Charles Schwab (SCHW) stake by 0.91% in Q2 2026, buying an estimated $4.47K and bringing the position to 5,426 shares worth $501K. The position accounts for 0.1% of the portfolio, ranked #182.

Tempus Wealth Planning first reported a position in SCHW in Q3 2022 and has held it in 14 quarters since. The position peaked at $536K in Q4 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Tempus Wealth Planning held 5,426 shares of Charles Schwab worth $501K as of Q2 2026.
  • Tempus Wealth Planning bought 49 Charles Schwab shares in Q2 2026, an estimated $4.47K.
  • Charles Schwab made up 0.1% of Tempus Wealth Planning's portfolio in Q2 2026, its #182 holding.
  • Tempus Wealth Planning first reported a position in Charles Schwab in Q3 2022 and has held it in 14 quarters since.
  • Tempus Wealth Planning's Charles Schwab position peaked at $536K in Q4 2025.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.