VR
SCHW

Vision Retirement’s Charles Schwab SCHW Stock Holding History

Vision Retirement’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 		$2.49K Hold
27
– – ﹤0.01% 558
2026
Q1 		$2.54K Hold
27
– – ﹤0.01% 542
2025
Q4 		$2.7K Buy
+27
New +$2.56K ﹤0.01% 528

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
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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vision Retirement's SCHW Position: Q2 2026 in Review

Vision Retirement held its Charles Schwab (SCHW) position steady in Q2 2026 at 27 shares worth $2.49K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Vision Retirement first reported a position in SCHW in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.7K in Q4 2025. 2,201 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Vision Retirement held 27 shares of Charles Schwab worth $2.49K as of Q2 2026.
  • Vision Retirement left its Charles Schwab share count unchanged in Q2 2026.
  • Charles Schwab made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #558 holding.
  • Vision Retirement first reported a position in Charles Schwab in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's Charles Schwab position peaked at $2.7K in Q4 2025.
  • 2,201 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.