TWPM
SCHW

Total Wealth Planning & Management’s Charles Schwab SCHW Stock Holding History

Total Wealth Planning & 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 		$1.1M Buy
11,974
+995
+9% +$90.7K 0.75% 34
2026
Q1 		$1.03M Buy
10,979
+50
+0.5% +$4.9K 0.76% 38
2025
Q4 		$1.09M Buy
+10,929
New +$1.04M 0.81% 29
2025
Q2 		$656K Sell
7,188
-47
-0.6% -$3.94K 0.53% 56
2025
Q1 		$566K Sell
7,235
-601
-8% -$47.2K 0.54% 57
2024
Q4 		$580K Buy
+7,836
New +$586K 0.53% 58

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 $3.38T AUM 44.17% 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

Total Wealth Planning & Management's SCHW Position: Q2 2026 in Review

Total Wealth Planning & Management increased its Charles Schwab (SCHW) stake by 9.1% in Q2 2026, buying an estimated $90.7K and bringing the position to 11,974 shares worth $1.1M. The position accounts for 0.75% of the portfolio, ranked #34.

Total Wealth Planning & Management first reported a position in SCHW in Q4 2024 and has held it in 6 quarters since. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Total Wealth Planning & Management held 11,974 shares of Charles Schwab worth $1.1M as of Q2 2026.
  • Total Wealth Planning & Management bought 995 Charles Schwab shares in Q2 2026, an estimated $90.7K.
  • Charles Schwab made up 0.75% of Total Wealth Planning & Management's portfolio in Q2 2026, its #34 holding.
  • Total Wealth Planning & Management first reported a position in Charles Schwab in Q4 2024 and has held it in 6 quarters since.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.