UP Strategic Wealth Investment Advisors’s Charles Schwab SCHW Stock Holding History

UP Strategic Wealth Investment 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	$365K	Sell	4,078 -44	-1%	-$4.32K	0.23%	63
2025 Q4	$433K	Hold	4,122	–	–	0.31%	54
2025 Q3	$389K	Sell	4,122 -4	-0.1%	-$380	0.29%	52
2025 Q2	$376K	Buy	4,126 +288	+8%	+$24.1K	0.29%	54
2025 Q1	$300K	Buy	3,838 +78	+2%	+$6.12K	0.27%	63
2024 Q4	$278K	Buy	3,760 +155	+4%	+$11.6K	0.28%	60
2024 Q3	$234K	Buy	3,605 +406	+13%	+$26.7K	0.26%	67
2024 Q2	$236K	Buy	3,199 +146	+5%	+$10.8K	0.36%	52
2024 Q1	$221K	Sell	3,053 -66	-2%	-$4.35K	0.36%	56
2023 Q4	$215K	Buy	+3,119	New	+$180K	0.39%	51

Other funds holding SCHW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

UP Strategic Wealth Investment Advisors's SCHW Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors reduced its Charles Schwab (SCHW) stake by 1.1% in Q1 2026, selling an estimated $4.32K and leaving 4,078 shares worth $365K. The position accounts for 0.23% of the portfolio, ranked #63.

UP Strategic Wealth Investment Advisors first reported a position in SCHW in Q4 2023 and has held it in 10 quarters since. The position peaked at $433K in Q4 2025. 2,321 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

UP Strategic Wealth Investment Advisors held 4,078 shares of Charles Schwab worth $365K as of Q1 2026.
UP Strategic Wealth Investment Advisors sold 44 Charles Schwab shares in Q1 2026, an estimated $4.32K.
Charles Schwab made up 0.23% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #63 holding.
UP Strategic Wealth Investment Advisors first reported a position in Charles Schwab in Q4 2023 and has held it in 10 quarters since.
UP Strategic Wealth Investment Advisors's Charles Schwab position peaked at $433K in Q4 2025.
2,321 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.