Wayfinding Financial’s Charles Schwab SCHW Stock Holding History

Wayfinding Financial’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	$306K	Buy	3,323 +25	+0.8%	+$2.28K	0.12%	122
2026 Q1	$309K	Buy	3,298 +58	+2%	+$5.69K	0.13%	105
2025 Q4	$323K	Sell	3,240 -190	-6%	-$18K	0.14%	100
2025 Q3	$327K	Hold	3,430	–	–	0.14%	95
2025 Q2	$333K	Buy	3,430 +61	+2%	+$5.11K	0.15%	92
2025 Q1	$263K	Sell	3,369 -70	-2%	-$5.49K	0.12%	108
2024 Q4	$254K	Buy	+3,439	New	+$257K	0.14%	106
2024 Q3	–	Sell	-3,446	Closed	-$253K	–	112
2024 Q2	$253K	Buy	3,446 +6	+0.2%	+$443	0.14%	100
2024 Q1	$262K	Buy	+3,440	New	+$227K	0.15%	95

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wayfinding Financial's SCHW Position: Q2 2026 in Review

Wayfinding Financial increased its Charles Schwab (SCHW) stake by 0.76% in Q2 2026, buying an estimated $2.28K and bringing the position to 3,323 shares worth $306K. The position accounts for 0.12% of the portfolio, ranked #122.

Wayfinding Financial first reported a position in SCHW in Q1 2024 and has held it in 9 quarters since. The position peaked at $333K in Q2 2025. 2,311 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Wayfinding Financial held 3,323 shares of Charles Schwab worth $306K as of Q2 2026.
Wayfinding Financial bought 25 Charles Schwab shares in Q2 2026, an estimated $2.28K.
Charles Schwab made up 0.12% of Wayfinding Financial's portfolio in Q2 2026, its #122 holding.
Wayfinding Financial first reported a position in Charles Schwab in Q1 2024 and has held it in 9 quarters since.
Wayfinding Financial's Charles Schwab position peaked at $333K in Q2 2025.
2,311 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Wayfinding Financial's 13F filing for Q2 2026, filed 13 Aug 2026.