TAP
SCHW

TSG Advice Partners’s Charles Schwab SCHW Stock Holding History

TSG Advice 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 		$207K Buy
2,204
+162
+8% +$15.9K 0.03% 133
2025
Q4 		$204K Buy
+2,042
New +$194K 0.03% 112

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

TSG Advice Partners's SCHW Position: Q1 2026 in Review

TSG Advice Partners increased its Charles Schwab (SCHW) stake by 7.9% in Q1 2026, buying an estimated $15.9K and bringing the position to 2,204 shares worth $207K. The position accounts for 0.03% of the portfolio, ranked #133.

TSG Advice Partners first reported a position in SCHW in Q4 2025 and has held it in 2 quarters since. 2,332 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • TSG Advice Partners held 2,204 shares of Charles Schwab worth $207K as of Q1 2026.
  • TSG Advice Partners bought 162 Charles Schwab shares in Q1 2026, an estimated $15.9K.
  • Charles Schwab made up 0.03% of TSG Advice Partners's portfolio in Q1 2026, its #133 holding.
  • TSG Advice Partners first reported a position in Charles Schwab in Q4 2025 and has held it in 2 quarters since.
  • 2,332 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on TSG Advice Partners's 13F filing for Q1 2026, filed 24 Apr 2026.