Turtle Creek Wealth Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHW
VCM
VPM
Turtle Creek Wealth Advisors's SCHW Position: Q1 2026 in Review
Turtle Creek Wealth Advisors increased its Charles Schwab (SCHW) stake by 15% in Q1 2026, buying an estimated $110K and bringing the position to 8,643 shares worth $812K. The position accounts for 0.06% of the portfolio, ranked #160.
Turtle Creek Wealth Advisors first reported a position in SCHW in Q4 2023 and has held it in 5 quarters since. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.
- Turtle Creek Wealth Advisors held 8,643 shares of Charles Schwab worth $812K as of Q1 2026.
- Turtle Creek Wealth Advisors bought 1,121 Charles Schwab shares in Q1 2026, an estimated $110K.
- Charles Schwab made up 0.06% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #160 holding.
- Turtle Creek Wealth Advisors first reported a position in Charles Schwab in Q4 2023 and has held it in 5 quarters since.
- 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.
Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.