WFI
SCHW

West Family Investments’s Charles Schwab SCHW Stock Holding History

West Family Investments’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 		$444K Buy
4,809
+272
+6% +$24.8K 0.13% 217
2026
Q1 		$426K Sell
4,537
-3,402
-43% -$334K 0.15% 130
2025
Q4 		$793K Hold
7,939
– – 0.19% 108
2025
Q3 		$758K Buy
7,939
+79
+1% +$7.5K 0.17% 117
2025
Q2 		$717K Buy
7,860
+3,439
+78% +$288K 0.19% 114
2025
Q1 		$346K Hold
4,421
– – 0.13% 156
2024
Q4 		$327K Sell
4,421
-79
-2% -$5.91K 0.11% 178
2024
Q3 		$292K Buy
4,500
+387
+9% +$25.4K 0.1% 211
2024
Q2 		$303K Hold
4,113
– – 0.09% 172
2024
Q1 		$298K Buy
4,113
+295
+8% +$19.4K 0.09% 182
2023
Q4 		$263K Sell
3,818
-317
-8% -$18.3K 0.09% 176
2023
Q3 		$227K Hold
4,135
– – 0.08% 194
2023
Q2 		$234K Buy
4,135
+33
+0.8% +$1.73K 0.09% 197
2023
Q1 		$215K Sell
4,102
-210
-5% -$15.4K 0.09% 168
2022
Q4 		$359K Buy
4,312
+24
+0.6% +$1.86K 0.12% 137
2022
Q3 		$308K Buy
4,288
+292
+7% +$20.3K 0.13% 158
2022
Q2 		$252K Sell
3,996
-1,072
-21% -$73.9K 0.1% 185
2022
Q1 		$427K Buy
5,068
+27
+0.5% +$2.38K 0.12% 140
2021
Q4 		$424K Buy
+5,041
New +$408K 0.12% 150
2021
Q3 		– Sell
-5,455
Closed -$397K – 383
2021
Q2 		$397K Buy
+5,455
New +$386K 0.11% 173

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

West Family Investments's SCHW Position: Q2 2026 in Review

West Family Investments increased its Charles Schwab (SCHW) stake by 6% in Q2 2026, buying an estimated $24.8K and bringing the position to 4,809 shares worth $444K. The position accounts for 0.13% of the portfolio, ranked #217.

West Family Investments first reported a position in SCHW in Q2 2021 and has held it in 20 quarters since. The position peaked at $793K in Q4 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • West Family Investments held 4,809 shares of Charles Schwab worth $444K as of Q2 2026.
  • West Family Investments bought 272 Charles Schwab shares in Q2 2026, an estimated $24.8K.
  • Charles Schwab made up 0.13% of West Family Investments's portfolio in Q2 2026, its #217 holding.
  • West Family Investments first reported a position in Charles Schwab in Q2 2021 and has held it in 20 quarters since.
  • West Family Investments's Charles Schwab position peaked at $793K in Q4 2025.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.