VWA
SCHW

VSM Wealth Advisory’s Charles Schwab SCHW Stock Holding History

VSM Wealth Advisory’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 		$91.2K Buy
988
+2
+0.2% +$182 0.02% 167
2026
Q1 		$92.7K Buy
986
+1
+0.1% +$98 0.03% 159
2025
Q4 		$98.3K Buy
985
+2
+0.2% +$190 0.03% 142
2025
Q3 		$93.9K Sell
983
-786
-44% -$74.6K 0.03% 137
2025
Q2 		$161K Buy
1,769
+789
+81% +$66.1K 0.05% 108
2025
Q1 		$76.7K Buy
980
+2
+0.2% +$157 0.03% 154
2024
Q4 		$72.4K Buy
+978
New +$73.2K 0.03% 161

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

VSM Wealth Advisory's SCHW Position: Q2 2026 in Review

VSM Wealth Advisory increased its Charles Schwab (SCHW) stake by 0.2% in Q2 2026, buying an estimated $182 and bringing the position to 988 shares worth $91.2K. The position accounts for 0.02% of the portfolio, ranked #167.

VSM Wealth Advisory first reported a position in SCHW in Q4 2024 and has held it in 7 quarters since. The position peaked at $161K in Q2 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • VSM Wealth Advisory held 988 shares of Charles Schwab worth $91.2K as of Q2 2026.
  • VSM Wealth Advisory bought 2 Charles Schwab shares in Q2 2026, an estimated $182.
  • Charles Schwab made up 0.02% of VSM Wealth Advisory's portfolio in Q2 2026, its #167 holding.
  • VSM Wealth Advisory first reported a position in Charles Schwab in Q4 2024 and has held it in 7 quarters since.
  • VSM Wealth Advisory's Charles Schwab position peaked at $161K in Q2 2025.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.