Stonebridge Financial Group, LLC/CA’s Charles Schwab SCHW Stock Holding History

Stonebridge Financial Group, LLC/CA’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	$930K	Buy	+10,085	New	+$920K	0.13%	112

Other funds holding SCHW

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

VCM

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's SCHW Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in Charles Schwab (SCHW) in Q2 2026: 10,085 shares worth $930K. The stake represents 0.13% of the portfolio and ranks #112 among its holdings.

1,933 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Stonebridge Financial Group, LLC/CA held 10,085 shares of Charles Schwab worth $930K as of Q2 2026.
Charles Schwab was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
Charles Schwab made up 0.13% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #112 holding.
1,933 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.