WW
SCHW

Winnow Wealth’s Charles Schwab SCHW Stock Holding History

Winnow Wealth’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
Q1 		– Sell
-52
Closed -$5.2K – 476
2025
Q4 		$5.2K Hold
52
– – ﹤0.01% 268
2025
Q3 		$4.99K Buy
+52
New +$4.94K ﹤0.01% 270
2025
Q2 		– Sell
-52
Closed -$4.03K – 585
2025
Q1 		$4.03K Buy
52
+17
+49% +$1.33K ﹤0.01% 255
2024
Q4 		$2.55K Buy
+35
New +$2.62K ﹤0.01% 252

Other funds holding SCHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Winnow Wealth's SCHW Position: Q1 2026 in Review

Winnow Wealth sold out of Charles Schwab (SCHW) in Q1 2026, closing a stake of 52 shares — an estimated $5.2K sold.

Winnow Wealth first reported a position in SCHW in Q4 2024 and held it in 4 quarters. The position peaked at $5.2K in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Winnow Wealth reported no remaining Charles Schwab position as of Q1 2026 after selling out during the quarter.
  • Winnow Wealth sold 52 Charles Schwab shares in Q1 2026, an estimated $5.2K.
  • Winnow Wealth first reported a position in Charles Schwab in Q4 2024 and held it in 4 quarters.
  • Winnow Wealth's Charles Schwab position peaked at $5.2K in Q4 2025.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.