WBC
SCHW

West Branch Capital’s Charles Schwab SCHW Stock Holding History

West Branch Capital’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
2025
Q4 		– Sell
-287
Closed -$27.4K – 458
2025
Q3 		$27.4K Buy
+287
New +$27.2K 0.01% 181
2025
Q2 		– Sell
-1
Closed -$79 – 524
2025
Q1 		$79 Hold
1
– – ﹤0.01% 524
2024
Q4 		$75 Hold
1
– – ﹤0.01% 538
2024
Q3 		$65 Buy
+1
New +$66 ﹤0.01% 568
2022
Q4 		– Sell
-350
Closed -$25K – 472
2022
Q3 		$25K Buy
+350
New +$24.3K 0.02% 210

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

West Branch Capital's SCHW Position: Q4 2025 in Review

West Branch Capital sold out of Charles Schwab (SCHW) in Q4 2025, closing a stake of 287 shares — an estimated $27.4K sold.

West Branch Capital first reported a position in SCHW in Q3 2022 and held it in 5 quarters. The position peaked at $27.4K in Q3 2025. 2,316 funds tracked by Wall St. Rank hold SCHW as of Q4 2025.

  • West Branch Capital reported no remaining Charles Schwab position as of Q4 2025 after selling out during the quarter.
  • West Branch Capital sold 287 Charles Schwab shares in Q4 2025, an estimated $27.4K.
  • West Branch Capital first reported a position in Charles Schwab in Q3 2022 and held it in 5 quarters.
  • West Branch Capital's Charles Schwab position peaked at $27.4K in Q3 2025.
  • 2,316 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2025.

Based on West Branch Capital's 13F filing for Q4 2025, filed 16 Jan 2026.