WTFG
SCHW

Wood Tarver Financial Group’s Charles Schwab SCHW Stock Holding History

Wood Tarver Financial Group’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 		$234K Buy
2,543
+4
+0.2% +$365 0.06% 156
2026
Q1 		$238K Buy
2,539
+3
+0.1% +$294 0.07% 139
2025
Q4 		$253K Buy
2,536
+3
+0.1% +$285 0.07% 136
2025
Q3 		$241K Buy
2,533
+4
+0.2% +$380 0.07% 135
2025
Q2 		$230K Buy
2,529
+3
+0.1% +$251 0.07% 130
2025
Q1 		$198K Buy
2,526
+4
+0.2% +$314 0.06% 130
2024
Q4 		$186K Buy
+2,522
New +$189K 0.06% 137

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 $3.38T AUM 44.17% 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

Wood Tarver Financial Group's SCHW Position: Q2 2026 in Review

Wood Tarver Financial Group increased its Charles Schwab (SCHW) stake by 0.16% in Q2 2026, buying an estimated $365 and bringing the position to 2,543 shares worth $234K. The position accounts for 0.06% of the portfolio, ranked #156.

Wood Tarver Financial Group first reported a position in SCHW in Q4 2024 and has held it in 7 quarters since. The position peaked at $253K in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Wood Tarver Financial Group held 2,543 shares of Charles Schwab worth $234K as of Q2 2026.
  • Wood Tarver Financial Group bought 4 Charles Schwab shares in Q2 2026, an estimated $365.
  • Charles Schwab made up 0.06% of Wood Tarver Financial Group's portfolio in Q2 2026, its #156 holding.
  • Wood Tarver Financial Group first reported a position in Charles Schwab in Q4 2024 and has held it in 7 quarters since.
  • Wood Tarver Financial Group's Charles Schwab position peaked at $253K in Q4 2025.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Wood Tarver Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.