Forefront Wealth Management Inc. / SCHW
Forefront Wealth Management Inc.’s Schwab Charles Corp Position
Does Forefront Wealth Management Inc. own Schwab Charles Corp (SCHW)? Not currently — the last reported position was 20.8K shares worth $1M in Q1 2023; the fund’s latest 13F (Q4 2025) no longer reports it.
Position Value
$1M
Q1 2023
Shares
20.8K
% of Portfolio
+1.42%
Quarters Held
1
position exited
Position History SCHW
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2023 | 20.8K | $1M | +1.42% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Forefront Wealth Management Inc.’s full portfolio or all institutional holders of SCHW.