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
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 $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

Triad Wealth Partners's SCHW Position: Q1 2026 in Review

Triad Wealth Partners increased its Charles Schwab (SCHW) stake by 7.3% in Q1 2026, buying an estimated $94.5K and bringing the position to 14,191 shares worth $1.33M. The position accounts for 0.11% of the portfolio, ranked #138.

Triad Wealth Partners first reported a position in SCHW in Q2 2024 and has held it in 3 quarters since. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Triad Wealth Partners held 14,191 shares of Charles Schwab worth $1.33M as of Q1 2026.
  • Triad Wealth Partners bought 964 Charles Schwab shares in Q1 2026, an estimated $94.5K.
  • Charles Schwab made up 0.11% of Triad Wealth Partners's portfolio in Q1 2026, its #138 holding.
  • Triad Wealth Partners first reported a position in Charles Schwab in Q2 2024 and has held it in 3 quarters since.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.