WANY
SCHW

Wealthspire Advisors (New York)’s Charles Schwab SCHW Stock Holding History

Wealthspire Advisors (New York)’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 		$3.96M Sell
42,097
-10,239
-20% -$1M 0.03% 185
2025
Q4 		$5.23M Sell
52,336
-26,680
-34% -$2.53M 0.04% 157
2025
Q3 		$7.54M Sell
79,016
-8,920
-10% -$847K 0.04% 136
2025
Q2 		$8.02M Sell
87,936
-766
-0.9% -$64.1K 0.05% 136
2025
Q1 		$6.94M Buy
88,702
+43,394
+96% +$3.41M 0.04% 141
2024
Q4 		$3.35M Buy
45,308
+1,232
+3% +$92.2K 0.03% 181
2024
Q3 		$2.86M Buy
44,076
+4,904
+13% +$322K 0.03% 198
2024
Q2 		$2.89M Sell
39,172
-101
-0.3% -$7.46K 0.04% 155
2024
Q1 		$2.84M Buy
39,273
+121
+0.3% +$7.97K 0.04% 155
2023
Q4 		$2.69M Buy
39,152
+902
+2% +$52.1K 0.04% 154
2023
Q3 		$2.1M Sell
38,250
-12,576
-25% -$760K 0.03% 164
2023
Q2 		$2.88M Buy
50,826
+95
+0.2% +$4.98K 0.05% 122
2023
Q1 		$2.66M Sell
50,731
-1,007
-2% -$73.7K 0.05% 126
2022
Q4 		$4.31M Buy
51,738
+19,761
+62% +$1.53M 0.08% 105
2022
Q3 		$2.3M Buy
31,977
+564
+2% +$39.2K 0.05% 132
2022
Q2 		$1.99M Buy
31,413
+25,044
+393% +$1.73M 0.04% 149
2022
Q1 		$537K Sell
6,369
-3,429
-35% -$302K 0.01% 265
2021
Q4 		$824K Sell
9,798
-306
-3% -$24.8K 0.02% 254
2021
Q3 		$736K Buy
10,104
+3,576
+55% +$255K 0.02% 293
2021
Q2 		$475K Sell
6,528
-9,797
-60% -$693K 0.01% 231
2021
Q1 		$1.06M Buy
16,325
+4,409
+37% +$267K 0.03% 256
2020
Q4 		$632K Buy
+11,916
New +$539K 0.02% 266
2020
Q3 		– Sell
-5,929
Closed -$200K – 339
2020
Q2 		$200K Sell
5,929
-8,330
-58% -$298K 0.01% 264
2020
Q1 		$479K Buy
+14,259
New +$598K 0.02% 298
2019
Q1 		– Sell
-1,810
Closed -$75K – 660
2018
Q4 		$75K Buy
+1,810
New +$81.9K 0.01% 137

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

Wealthspire Advisors (New York)'s SCHW Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Charles Schwab (SCHW) stake by 20% in Q1 2026, selling an estimated $1M and leaving 42,097 shares worth $3.96M. The position accounts for 0.03% of the portfolio, ranked #185.

Wealthspire Advisors (New York) first reported a position in SCHW in Q4 2018 and has held it in 25 quarters since. The position peaked at $8.02M in Q2 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Wealthspire Advisors (New York) held 42,097 shares of Charles Schwab worth $3.96M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 10,239 Charles Schwab shares in Q1 2026, an estimated $1M.
  • Charles Schwab made up 0.03% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #185 holding.
  • Wealthspire Advisors (New York) first reported a position in Charles Schwab in Q4 2018 and has held it in 25 quarters since.
  • Wealthspire Advisors (New York)'s Charles Schwab position peaked at $8.02M in Q2 2025.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.