VWM
SCHW

VCI Wealth Management’s Charles Schwab SCHW Stock Holding History

VCI Wealth Management’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 		$2.35M Buy
+25,509
New +$2.33M 0.59% 46
2025
Q3 		– Sell
-13,734
Closed -$1.25M – 141
2025
Q2 		$1.25M Buy
13,734
+1,268
+10% +$106K 0.44% 63
2025
Q1 		$976K Sell
12,466
-1,906
-13% -$150K 0.41% 67
2024
Q4 		$1.06M Sell
14,372
-8,469
-37% -$634K 0.45% 64
2024
Q3 		$1.48M Buy
+22,841
New +$1.5M 0.66% 42

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

VCI Wealth Management's SCHW Position: Q2 2026 in Review

VCI Wealth Management opened a new position in Charles Schwab (SCHW) in Q2 2026: 25,509 shares worth $2.35M. The stake represents 0.59% of the portfolio and ranks #46 among its holdings. This is a return to the name: VCI Wealth Management previously reported a position in SCHW as recently as Q2 2025.

VCI Wealth Management first reported a position in SCHW in Q3 2024 and has held it in 5 quarters since. 2,314 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • VCI Wealth Management held 25,509 shares of Charles Schwab worth $2.35M as of Q2 2026.
  • Charles Schwab was a new VCI Wealth Management position in Q2 2026.
  • Charles Schwab made up 0.59% of VCI Wealth Management's portfolio in Q2 2026, its #46 holding.
  • VCI Wealth Management first reported a position in Charles Schwab in Q3 2024 and has held it in 5 quarters since.
  • 2,314 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on VCI Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.