TPWA
SCHW

Twin Peaks Wealth Advisors’s Charles Schwab SCHW Stock Holding History

Twin Peaks Wealth Advisors’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 		$115K Buy
+1,221
New +$120K 0.03% 267
2025
Q3 		– Sell
-979
Closed -$96.6K – 1740
2025
Q2 		$96.6K Buy
+979
New +$82K 0.03% 238

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

Twin Peaks Wealth Advisors's SCHW Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Charles Schwab (SCHW) in Q1 2026: 1,221 shares worth $115K. The stake represents 0.03% of the portfolio and ranks #267 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in SCHW as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in SCHW in Q2 2025 and has held it in 2 quarters since. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Twin Peaks Wealth Advisors held 1,221 shares of Charles Schwab worth $115K as of Q1 2026.
  • Charles Schwab was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Charles Schwab made up 0.03% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #267 holding.
  • Twin Peaks Wealth Advisors first reported a position in Charles Schwab in Q2 2025 and has held it in 2 quarters since.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.