Beverly Hills Private Wealth, LLC / SCHW
Beverly Hills Private Wealth, LLC’s Schwab Charles Corp Position
Does Beverly Hills Private Wealth, LLC own Schwab Charles Corp (SCHW)? Yes — 117.4K shares worth $11M (+1.84% of its 13F portfolio) as of Q1 2026, up from 109.4K shares the prior filed quarter.
Position Value
$11M
Q1 2026
Shares
117.4K
% of Portfolio
+1.84%
Quarters Held
14
currently held
Position History SCHW
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 117.4K | $11M | +1.84% |
| Q4 2025 | 109.4K | $11M | +1.87% |
| Q3 2025 | 104.5K | $10M | +1.76% |
| Q2 2025 | 102.5K | $9M | +1.75% |
| Q1 2025 | 93.9K | $7M | +1.45% |
| Q4 2024 | 85.3K | $6M | +1.28% |
| Q3 2024 | 79.5K | $5M | +1.04% |
| Q2 2024 | 72.4K | $5M | +1.16% |
| Q1 2024 | 69.1K | $5M | +1.15% |
| Q4 2023 | 67.9K | $5M | +1.22% |
| Q3 2023 | 69.8K | $4M | +1.14% |
| Q2 2023 | 139.1K | $9M | +1.48% |
| Q1 2023 | 50.7K | $3M | +0.82% |
| Q4 2022 | 25.0K | $2M | +0.91% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Beverly Hills Private Wealth, LLC’s full portfolio or all institutional holders of SCHW.