TWIM
SCHW

TIAA Wealth Investment Management’s Charles Schwab SCHW Stock Holding History

TIAA Wealth Investment Management’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 		$522K Buy
5,665
+771
+16% +$70.3K ﹤0.01% 229
2026
Q1 		$460K Buy
+4,894
New +$480K ﹤0.01% 221

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
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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

TIAA Wealth Investment Management's SCHW Position: Q2 2026 in Review

TIAA Wealth Investment Management increased its Charles Schwab (SCHW) stake by 16% in Q2 2026, buying an estimated $70.3K and bringing the position to 5,665 shares worth $522K. The position accounts for ﹤0.01% of the portfolio, ranked #229.

TIAA Wealth Investment Management first reported a position in SCHW in Q1 2026 and has held it in 2 quarters since. 2,201 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • TIAA Wealth Investment Management held 5,665 shares of Charles Schwab worth $522K as of Q2 2026.
  • TIAA Wealth Investment Management bought 771 Charles Schwab shares in Q2 2026, an estimated $70.3K.
  • Charles Schwab made up ﹤0.01% of TIAA Wealth Investment Management's portfolio in Q2 2026, its #229 holding.
  • TIAA Wealth Investment Management first reported a position in Charles Schwab in Q1 2026 and has held it in 2 quarters since.
  • 2,201 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on TIAA Wealth Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.