TWP
SCHW

Triad Wealth Partners’s Charles Schwab SCHW Stock Holding History

Triad Wealth Partners’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 		$693K Sell
6,548
-7,643
-54% -$697K 0.04% 256
2026
Q1 		$1.33M Buy
14,191
+964
+7% +$94.5K 0.11% 138
2025
Q4 		$1.32M Buy
+13,227
New +$1.25M 0.13% 129
2024
Q3 		– Sell
-103
Closed -$7.59K – 743
2024
Q2 		$7.59K Buy
+103
New +$7.61K ﹤0.01% 491

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

Triad Wealth Partners's SCHW Position: Q2 2026 in Review

Triad Wealth Partners reduced its Charles Schwab (SCHW) stake by 54% in Q2 2026, selling an estimated $697K and leaving 6,548 shares worth $693K. The position accounts for 0.04% of the portfolio, ranked #256.

Triad Wealth Partners first reported a position in SCHW in Q2 2024 and has held it in 4 quarters since. The position peaked at $1.33M in Q1 2026. 2,311 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Triad Wealth Partners held 6,548 shares of Charles Schwab worth $693K as of Q2 2026.
  • Triad Wealth Partners sold 7,643 Charles Schwab shares in Q2 2026, an estimated $697K.
  • Charles Schwab made up 0.04% of Triad Wealth Partners's portfolio in Q2 2026, its #256 holding.
  • Triad Wealth Partners first reported a position in Charles Schwab in Q2 2024 and has held it in 4 quarters since.
  • Triad Wealth Partners's Charles Schwab position peaked at $1.33M in Q1 2026.
  • 2,311 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.