Tower View Wealth Management’s Charles Schwab SCHW Stock Holding History

Tower View Wealth 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	$157K	Sell	1,700 -300	-15%	-$27.4K	0.07%	73
2026 Q1	$188K	Hold	2,000	–	–	0.1%	64
2025 Q4	$200K	Hold	2,000	–	–	0.1%	58
2025 Q3	$191K	Sell	2,000 -323	-14%	-$30.7K	0.1%	56
2025 Q2	$212K	Buy	+2,323	New	+$195K	0.11%	59
2019 Q1	–	Sell	-645	Closed	-$27K	–	148
2018 Q4	$27K	Sell	645 -37,956	-98%	-$1.72M	0.03%	91
2018 Q3	$1.9M	Buy	38,601 +338	+0.9%	+$17.3K	1.66%	24
2018 Q2	$1.96M	Buy	38,263 +191	+0.5%	+$10.6K	1.84%	17
2018 Q1	$1.99M	Sell	38,072 -4,177	-10%	-$224K	1.99%	18
2017 Q4	$2.17M	Buy	+42,249	New	+$1.98M	2%	15

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

Tower View Wealth Management's SCHW Position: Q2 2026 in Review

Tower View Wealth Management reduced its Charles Schwab (SCHW) stake by 15% in Q2 2026, selling an estimated $27.4K and leaving 1,700 shares worth $157K. The position accounts for 0.07% of the portfolio, ranked #73.

Tower View Wealth Management first reported a position in SCHW in Q4 2017 and has held it in 10 quarters since. The position peaked at $2.17M in Q4 2017. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Tower View Wealth Management held 1,700 shares of Charles Schwab worth $157K as of Q2 2026.
Tower View Wealth Management sold 300 Charles Schwab shares in Q2 2026, an estimated $27.4K.
Charles Schwab made up 0.07% of Tower View Wealth Management's portfolio in Q2 2026, its #73 holding.
Tower View Wealth Management first reported a position in Charles Schwab in Q4 2017 and has held it in 10 quarters since.
Tower View Wealth Management's Charles Schwab position peaked at $2.17M in Q4 2017.
2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Tower View Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.