WGCA
SCHW

Wolf Group Capital Advisors’s Charles Schwab SCHW Stock Holding History

Wolf Group Capital Advisors’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
2025
Q1 		$1.03M Buy
+13,140
New +$1.03M 0.35% 89
2024
Q3 		– Sell
-13,886
Closed -$1.02M – 135
2024
Q2 		$1.02M Buy
+13,886
New +$1.03M 0.4% 72
2023
Q4 		– Sell
-12,744
Closed -$700K – 108
2023
Q3 		$700K Buy
+12,744
New +$770K 0.33% 76

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Wolf Group Capital Advisors's SCHW Position: Q1 2025 in Review

Wolf Group Capital Advisors opened a new position in Charles Schwab (SCHW) in Q1 2025: 13,140 shares worth $1.03M. The stake represents 0.35% of the portfolio and ranks #89 among its holdings. This is a return to the name: Wolf Group Capital Advisors previously reported a position in SCHW as recently as Q2 2024.

Wolf Group Capital Advisors first reported a position in SCHW in Q3 2023 and has held it in 3 quarters since. 2,024 funds tracked by Wall St. Rank hold SCHW as of Q1 2025.

  • Wolf Group Capital Advisors held 13,140 shares of Charles Schwab worth $1.03M as of Q1 2025.
  • Charles Schwab was a new Wolf Group Capital Advisors position in Q1 2025.
  • Charles Schwab made up 0.35% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #89 holding.
  • Wolf Group Capital Advisors first reported a position in Charles Schwab in Q3 2023 and has held it in 3 quarters since.
  • 2,024 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.