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 Q2	–	Sell	-2,940	Closed	-$276K	–	569
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 $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

WealthShield Partners's SCHW Position: Q2 2026 in Review

WealthShield Partners sold out of Charles Schwab (SCHW) in Q2 2026, closing a stake of 2,940 shares — an estimated $276K sold.

WealthShield Partners first reported a position in SCHW in Q1 2021 and held it in 11 quarters. The position peaked at $2.09M in Q4 2023. 2,314 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

WealthShield Partners reported no remaining Charles Schwab position as of Q2 2026 after selling out during the quarter.
WealthShield Partners sold 2,940 Charles Schwab shares in Q2 2026, an estimated $276K.
WealthShield Partners first reported a position in Charles Schwab in Q1 2021 and held it in 11 quarters.
WealthShield Partners's Charles Schwab position peaked at $2.09M in Q4 2023.
2,314 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.