WWA
SCHW

Wealth Watch Advisors’s Charles Schwab SCHW Stock Holding History

Wealth Watch Advisors’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 		– Sell
-461
Closed -$46.1K – 731
2025
Q4 		$46.1K Sell
461
-9
-2% -$854 0.02% 223
2025
Q3 		$44.9K Buy
+470
New +$44.6K 0.02% 210

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

Wealth Watch Advisors's SCHW Position: Q1 2026 in Review

Wealth Watch Advisors sold out of Charles Schwab (SCHW) in Q1 2026, closing a stake of 461 shares — an estimated $46.1K sold.

Wealth Watch Advisors first reported a position in SCHW in Q3 2025 and held it in 2 quarters. The position peaked at $46.1K in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Wealth Watch Advisors reported no remaining Charles Schwab position as of Q1 2026 after selling out during the quarter.
  • Wealth Watch Advisors sold 461 Charles Schwab shares in Q1 2026, an estimated $46.1K.
  • Wealth Watch Advisors first reported a position in Charles Schwab in Q3 2025 and held it in 2 quarters.
  • Wealth Watch Advisors's Charles Schwab position peaked at $46.1K in Q4 2025.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Wealth Watch Advisors's 13F filing for Q1 2026, filed 15 May 2026.