WIM
SCHW

Westside Investment Management’s Charles Schwab SCHW Stock Holding History

Westside Investment Management’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 		$97.4K Hold
1,056
– – 0.01% 436
2026
Q1 		$99.1K Hold
1,056
– – 0.02% 416
2025
Q4 		$107K Buy
1,056
+28
+3% +$2.66K 0.02% 384
2025
Q3 		$96K Buy
1,028
+339
+49% +$32.2K 0.02% 403
2025
Q2 		$62.8K Buy
689
+339
+97% +$28.4K 0.01% 423
2025
Q1 		$27.4K Buy
350
+150
+75% +$11.8K 0.01% 504
2024
Q4 		$14.8K Hold
200
– – ﹤0.01% 618
2024
Q3 		$13K Sell
200
-25
-11% -$1.64K ﹤0.01% 636
2024
Q2 		$16.6K Hold
225
– – ﹤0.01% 583
2024
Q1 		$16.3K Hold
225
– – ﹤0.01% 553
2023
Q4 		$15.5K Buy
225
+200
+800% +$11.6K ﹤0.01% 532
2023
Q3 		$1.37K Hold
25
– – ﹤0.01% 785
2023
Q2 		$1.42K Buy
+25
New +$1.31K ﹤0.01% 788
2018
Q4 		– Sell
-365
Closed -$18.1K – 794
2018
Q3 		$18.1K Hold
365
– – 0.01% 379
2018
Q2 		$18.7K Sell
365
-46
-11% -$2.55K 0.01% 418
2018
Q1 		$20.7K Sell
411
-47
-10% -$2.52K 0.01% 386
2017
Q4 		$23.9K Sell
458
-50
-10% -$2.35K 0.01% 375
2017
Q3 		$23.1K Sell
508
-926
-65% -$38.4K 0.01% 363
2017
Q2 		$62.6K Buy
1,434
+938
+189% +$37.6K 0.04% 244
2017
Q1 		$19.6K Sell
496
-93
-16% -$3.84K 0.01% 358
2016
Q4 		$24.3K Buy
+589
New +$21K 0.02% 255

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

Westside Investment Management's SCHW Position: Q2 2026 in Review

Westside Investment Management held its Charles Schwab (SCHW) position steady in Q2 2026 at 1,056 shares worth $97.4K. The position accounts for 0.01% of the portfolio, ranked #436.

Westside Investment Management first reported a position in SCHW in Q4 2016 and has held it in 21 quarters since. The position peaked at $107K in Q4 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Westside Investment Management held 1,056 shares of Charles Schwab worth $97.4K as of Q2 2026.
  • Westside Investment Management left its Charles Schwab share count unchanged in Q2 2026.
  • Charles Schwab made up 0.01% of Westside Investment Management's portfolio in Q2 2026, its #436 holding.
  • Westside Investment Management first reported a position in Charles Schwab in Q4 2016 and has held it in 21 quarters since.
  • Westside Investment Management's Charles Schwab position peaked at $107K in Q4 2025.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.