WP
SCHW

Westmount Partners’s Charles Schwab SCHW Stock Holding History

Westmount 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 		$452K Buy
4,894
+169
+4% +$15.4K 0.1% 166
2026
Q1 		$444K Buy
4,725
+73
+2% +$7.16K 0.11% 159
2025
Q4 		$465K Buy
4,652
+10
+0.2% +$949 0.12% 143
2025
Q3 		$428K Buy
4,642
+10
+0.2% +$949 0.11% 150
2025
Q2 		$423K Sell
4,632
-19
-0.4% -$1.59K 0.12% 144
2025
Q1 		$364K Sell
4,651
-5,036
-52% -$395K 0.11% 155
2024
Q4 		$717K Sell
9,687
-367
-4% -$27.5K 0.22% 91
2024
Q3 		$652K Buy
10,054
+150
+2% +$9.85K 0.2% 100
2024
Q2 		$727K Sell
9,904
-14
-0.1% -$1.03K 0.24% 85
2024
Q1 		$717K Sell
9,918
-372
-4% -$24.5K 0.26% 84
2023
Q4 		$708K Sell
10,290
-420
-4% -$24.3K 0.29% 76
2023
Q3 		$588K Buy
10,710
+685
+7% +$41.4K 0.26% 90
2023
Q2 		$568K Sell
10,025
-166
-2% -$8.7K 0.25% 89
2023
Q1 		$534K Buy
10,191
+5,426
+114% +$397K 0.25% 91
2022
Q4 		$397K Buy
+4,765
New +$370K 0.21% 111

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

Westmount Partners's SCHW Position: Q2 2026 in Review

Westmount Partners increased its Charles Schwab (SCHW) stake by 3.6% in Q2 2026, buying an estimated $15.4K and bringing the position to 4,894 shares worth $452K. The position accounts for 0.1% of the portfolio, ranked #166.

Westmount Partners first reported a position in SCHW in Q4 2022 and has held it in 15 quarters since. The position peaked at $727K in Q2 2024. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Westmount Partners held 4,894 shares of Charles Schwab worth $452K as of Q2 2026.
  • Westmount Partners bought 169 Charles Schwab shares in Q2 2026, an estimated $15.4K.
  • Charles Schwab made up 0.1% of Westmount Partners's portfolio in Q2 2026, its #166 holding.
  • Westmount Partners first reported a position in Charles Schwab in Q4 2022 and has held it in 15 quarters since.
  • Westmount Partners's Charles Schwab position peaked at $727K in Q2 2024.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.