WealthShield Partners’s Charles Schwab SCHW Stock Holding History

WealthShield 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 Q1	$276K	Sell	2,940 -7	-0.2%	-$687	0.03%	302
2025 Q4	$294K	Buy	2,947 +49	+2%	+$4.65K	0.03%	295
2025 Q3	$277K	Buy	2,898 +61	+2%	+$5.79K	0.03%	290
2025 Q2	$259K	Sell	2,837 -664	-19%	-$55.6K	0.03%	292
2025 Q1	$274K	Buy	+3,501	New	+$275K	0.04%	277
2024 Q4	–	Sell	-3,174	Closed	-$206K	–	515
2024 Q3	$206K	Sell	3,174 -23,554	-88%	-$1.55M	0.03%	293
2024 Q2	$1.97M	Buy	26,728 +1,359	+5%	+$100K	0.3%	92
2024 Q1	$1.84M	Sell	25,369 -5,053	-17%	-$333K	0.3%	95
2023 Q4	$2.09M	Buy	30,422 +2,477	+9%	+$143K	0.34%	86
2023 Q3	$1.53M	Buy	+27,945	New	+$1.69M	0.23%	117
2021 Q2	–	Sell	-5	Closed	–	–	1090
2021 Q1	$0	Buy	+5	New	+$303	﹤0.01%	1180

Other funds holding SCHW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

WealthShield Partners's SCHW Position: Q1 2026 in Review

WealthShield Partners reduced its Charles Schwab (SCHW) stake by 0.24% in Q1 2026, selling an estimated $687 and leaving 2,940 shares worth $276K. The position accounts for 0.03% of the portfolio, ranked #302.

WealthShield Partners first reported a position in SCHW in Q1 2021 and has held it in 11 quarters since. The position peaked at $2.09M in Q4 2023. 2,321 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

WealthShield Partners held 2,940 shares of Charles Schwab worth $276K as of Q1 2026.
WealthShield Partners sold 7 Charles Schwab shares in Q1 2026, an estimated $687.
Charles Schwab made up 0.03% of WealthShield Partners's portfolio in Q1 2026, its #302 holding.
WealthShield Partners first reported a position in Charles Schwab in Q1 2021 and has held it in 11 quarters since.
WealthShield Partners's Charles Schwab position peaked at $2.09M in Q4 2023.
2,321 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.