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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Total Wealth Planning & Management's SCHW Position: Q1 2026 in Review

Total Wealth Planning & Management increased its Charles Schwab (SCHW) stake by 0.46% in Q1 2026, buying an estimated $4.9K and bringing the position to 10,979 shares worth $1.03M. The position accounts for 0.76% of the portfolio, ranked #38.

Total Wealth Planning & Management first reported a position in SCHW in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.09M in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Total Wealth Planning & Management held 10,979 shares of Charles Schwab worth $1.03M as of Q1 2026.
  • Total Wealth Planning & Management bought 50 Charles Schwab shares in Q1 2026, an estimated $4.9K.
  • Charles Schwab made up 0.76% of Total Wealth Planning & Management's portfolio in Q1 2026, its #38 holding.
  • Total Wealth Planning & Management first reported a position in Charles Schwab in Q4 2024 and has held it in 5 quarters since.
  • Total Wealth Planning & Management's Charles Schwab position peaked at $1.09M in Q4 2025.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.