WAS
SCHW

Winch Advisory Services’s Charles Schwab SCHW Stock Holding History

Winch Advisory Services’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 		$6.91K Hold
84
– – ﹤0.01% 370
2026
Q1 		$6.59K Hold
84
– – ﹤0.01% 349
2025
Q4 		$6.51K Buy
84
+27
+47% +$2.56K ﹤0.01% 345
2025
Q3 		$5.41K Hold
57
– – ﹤0.01% 353
2025
Q2 		$5.16K Buy
57
+1
+2% +$84 ﹤0.01% 343
2025
Q1 		$4.41K Sell
56
-78
-58% -$6.12K ﹤0.01% 350
2024
Q4 		$9.91K Sell
134
-28
-17% -$2.1K ﹤0.01% 291
2024
Q3 		$10.5K Hold
162
– – ﹤0.01% 259
2024
Q2 		$11.9K Hold
162
– – ﹤0.01% 245
2024
Q1 		$11.7K Buy
162
+1
+0.6% +$66 ﹤0.01% 243
2023
Q4 		$11.1K Hold
161
– – ﹤0.01% 251
2023
Q3 		$9K Buy
161
+1
+0.6% +$60 ﹤0.01% 264
2023
Q2 		$9K Hold
160
– – ﹤0.01% 262
2023
Q1 		$8K Buy
160
+106
+196% +$7.76K ﹤0.01% 270
2022
Q4 		$5K Hold
54
– – ﹤0.01% 290
2022
Q3 		$4K Sell
54
-54
-50% -$3.75K ﹤0.01% 288
2022
Q2 		$7K Sell
108
-1
-0.9% -$69 ﹤0.01% 261
2022
Q1 		$9K Hold
109
– – ﹤0.01% 266
2021
Q4 		$9K Buy
109
+1
+0.9% +$81 ﹤0.01% 276
2021
Q3 		$8K Hold
108
– – ﹤0.01% 289
2021
Q2 		$8K Hold
108
– – ﹤0.01% 295
2021
Q1 		$7K Hold
108
– – ﹤0.01% 278
2020
Q4 		$6K Buy
+108
New +$4.89K ﹤0.01% 282
2019
Q3 		– Sell
-58
Closed -$2K – 416
2019
Q2 		$2K Buy
+58
New +$2.53K ﹤0.01% 377

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

Winch Advisory Services's SCHW Position: Q2 2026 in Review

Winch Advisory Services held its Charles Schwab (SCHW) position steady in Q2 2026 at 84 shares worth $6.91K. The position accounts for ﹤0.01% of the portfolio, ranked #370.

Winch Advisory Services first reported a position in SCHW in Q2 2019 and has held it in 24 quarters since. The position peaked at $11.9K in Q2 2024. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Winch Advisory Services held 84 shares of Charles Schwab worth $6.91K as of Q2 2026.
  • Winch Advisory Services left its Charles Schwab share count unchanged in Q2 2026.
  • Charles Schwab made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #370 holding.
  • Winch Advisory Services first reported a position in Charles Schwab in Q2 2019 and has held it in 24 quarters since.
  • Winch Advisory Services's Charles Schwab position peaked at $11.9K in Q2 2024.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.