WT Wealth Management’s Charles Schwab SCHW Stock Holding History

WT Wealth Management’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	$2.06M	Buy	22,341 +4,111	+23%	+$375K	0.57%	59
2026 Q1	$1.71M	Buy	+18,230	New	+$1.79M	0.51%	57
2023 Q4	–	Sell	-24,543	Closed	-$1.35M	–	118
2023 Q3	$1.35M	Sell	24,543 -28,184	-53%	-$1.7M	0.58%	43
2023 Q2	$2.99M	Buy	52,727 +34,795	+194%	+$1.82M	1.24%	19
2023 Q1	$939K	Buy	+17,932	New	+$1.31M	0.41%	77

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

WT Wealth Management's SCHW Position: Q2 2026 in Review

WT Wealth Management increased its Charles Schwab (SCHW) stake by 23% in Q2 2026, buying an estimated $375K and bringing the position to 22,341 shares worth $2.06M. The position accounts for 0.57% of the portfolio, ranked #59.

WT Wealth Management first reported a position in SCHW in Q1 2023 and has held it in 5 quarters since. The position peaked at $2.99M in Q2 2023. 2,306 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

WT Wealth Management held 22,341 shares of Charles Schwab worth $2.06M as of Q2 2026.
WT Wealth Management bought 4,111 Charles Schwab shares in Q2 2026, an estimated $375K.
Charles Schwab made up 0.57% of WT Wealth Management's portfolio in Q2 2026, its #59 holding.
WT Wealth Management first reported a position in Charles Schwab in Q1 2023 and has held it in 5 quarters since.
WT Wealth Management's Charles Schwab position peaked at $2.99M in Q2 2023.
2,306 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on WT Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.