UFPG
SCHW

United Financial Planning Group’s Charles Schwab SCHW Stock Holding History

United Financial Planning Group’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 		$6.92K Hold
75
– – ﹤0.01% 316
2026
Q1 		$7.05K Hold
75
– – ﹤0.01% 265
2025
Q4 		$7.49K Hold
75
– – ﹤0.01% 232
2025
Q3 		$7.16K Buy
+75
New +$7.12K ﹤0.01% 170

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

United Financial Planning Group's SCHW Position: Q2 2026 in Review

United Financial Planning Group held its Charles Schwab (SCHW) position steady in Q2 2026 at 75 shares worth $6.92K. The position accounts for ﹤0.01% of the portfolio, ranked #316.

United Financial Planning Group first reported a position in SCHW in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.49K in Q4 2025. 2,307 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • United Financial Planning Group held 75 shares of Charles Schwab worth $6.92K as of Q2 2026.
  • United Financial Planning Group left its Charles Schwab share count unchanged in Q2 2026.
  • Charles Schwab made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #316 holding.
  • United Financial Planning Group first reported a position in Charles Schwab in Q3 2025 and has held it in 4 quarters since.
  • United Financial Planning Group's Charles Schwab position peaked at $7.49K in Q4 2025.
  • 2,307 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.