WF
SCHW

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wayfinding Financial's SCHW Position: Q1 2026 in Review

Wayfinding Financial increased its Charles Schwab (SCHW) stake by 1.8% in Q1 2026, buying an estimated $5.69K and bringing the position to 3,298 shares worth $309K. The position accounts for 0.13% of the portfolio, ranked #105.

Wayfinding Financial first reported a position in SCHW in Q1 2024 and has held it in 8 quarters since. The position peaked at $333K in Q2 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Wayfinding Financial held 3,298 shares of Charles Schwab worth $309K as of Q1 2026.
  • Wayfinding Financial bought 58 Charles Schwab shares in Q1 2026, an estimated $5.69K.
  • Charles Schwab made up 0.13% of Wayfinding Financial's portfolio in Q1 2026, its #105 holding.
  • Wayfinding Financial first reported a position in Charles Schwab in Q1 2024 and has held it in 8 quarters since.
  • Wayfinding Financial's Charles Schwab position peaked at $333K in Q2 2025.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Wayfinding Financial's 13F filing for Q1 2026, filed 12 May 2026.