WP
SCHW

WealthPLAN Partners’s Charles Schwab SCHW Stock Holding History

WealthPLAN Partners’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 		$617K Buy
6,691
+576
+9% +$52.5K 0.12% 144
2026
Q1 		$575K Buy
6,115
+877
+17% +$86K 0.11% 149
2025
Q4 		$523K Buy
5,238
+893
+21% +$84.7K 0.08% 177
2025
Q3 		$415K Sell
4,345
-30
-0.7% -$2.85K 0.06% 189
2025
Q2 		$399K Buy
4,375
+61
+1% +$5.11K 0.06% 188
2025
Q1 		$338K Buy
4,314
+257
+6% +$20.2K 0.05% 204
2024
Q4 		$300K Sell
4,057
-2,073
-34% -$155K 0.04% 212
2024
Q3 		$397K Sell
6,130
-2,271
-27% -$149K 0.05% 198
2024
Q2 		$619K Buy
8,401
+953
+13% +$70.4K 0.07% 185
2024
Q1 		$539K Sell
7,448
-20,520
-73% -$1.35M 0.06% 196
2023
Q4 		$1.92M Buy
27,968
+1,415
+5% +$81.7K 0.2% 115
2023
Q3 		$1.46M Buy
26,553
+7,678
+41% +$464K 0.17% 129
2023
Q2 		$1.07M Buy
18,875
+2,632
+16% +$138K 0.15% 130
2023
Q1 		$851K Buy
+16,243
New +$1.19M 0.1% 157
2020
Q2 		– Sell
-8,354
Closed -$279K – 317
2020
Q1 		$279K Buy
+8,354
New +$351K 0.04% 207
2017
Q2 		– Sell
-2,198
Closed -$86.8K – 376
2017
Q1 		$86.8K Buy
+2,198
New +$90.8K 0.3% 63
2016
Q3 		$232K Sell
7,294
-8,801
-55% -$258K 0.08% 135
2016
Q2 		$203K Buy
+16,095
New +$457K 0.03% 372
2015
Q4 		$261K Buy
+23,769
New +$752K 0.04% 224

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

WealthPLAN Partners's SCHW Position: Q2 2026 in Review

WealthPLAN Partners increased its Charles Schwab (SCHW) stake by 9.4% in Q2 2026, buying an estimated $52.5K and bringing the position to 6,691 shares worth $617K. The position accounts for 0.12% of the portfolio, ranked #144.

WealthPLAN Partners first reported a position in SCHW in Q4 2015 and has held it in 19 quarters since. The position peaked at $1.92M in Q4 2023. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • WealthPLAN Partners held 6,691 shares of Charles Schwab worth $617K as of Q2 2026.
  • WealthPLAN Partners bought 576 Charles Schwab shares in Q2 2026, an estimated $52.5K.
  • Charles Schwab made up 0.12% of WealthPLAN Partners's portfolio in Q2 2026, its #144 holding.
  • WealthPLAN Partners first reported a position in Charles Schwab in Q4 2015 and has held it in 19 quarters since.
  • WealthPLAN Partners's Charles Schwab position peaked at $1.92M in Q4 2023.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.