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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wood Tarver Financial Group's SCHW Position: Q1 2026 in Review

Wood Tarver Financial Group increased its Charles Schwab (SCHW) stake by 0.12% in Q1 2026, buying an estimated $294 and bringing the position to 2,539 shares worth $238K. The position accounts for 0.07% of the portfolio, ranked #139.

Wood Tarver Financial Group first reported a position in SCHW in Q4 2024 and has held it in 6 quarters since. The position peaked at $253K in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Wood Tarver Financial Group held 2,539 shares of Charles Schwab worth $238K as of Q1 2026.
Wood Tarver Financial Group bought 3 Charles Schwab shares in Q1 2026, an estimated $294.
Charles Schwab made up 0.07% of Wood Tarver Financial Group's portfolio in Q1 2026, its #139 holding.
Wood Tarver Financial Group first reported a position in Charles Schwab in Q4 2024 and has held it in 6 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 Q1 2026.

Based on Wood Tarver Financial Group's 13F filing for Q1 2026, filed 12 May 2026.