1IA
SCHW

1620 Investment Advisors’s Charles Schwab SCHW Stock Holding History

1620 Investment Advisors’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 		$3.04K Hold
33
– – ﹤0.01% 582
2026
Q1 		$3.1K Hold
33
– – ﹤0.01% 555
2025
Q4 		$3.3K Hold
33
– – ﹤0.01% 548
2025
Q3 		$3.15K Hold
33
– – ﹤0.01% 550
2025
Q2 		$3.01K Hold
33
– – ﹤0.01% 572
2025
Q1 		$2.58K Hold
33
– – ﹤0.01% 562
2024
Q4 		$2.44K Buy
33
+16
+94% +$1.2K ﹤0.01% 573
2024
Q3 		$1.12K Sell
17
-1,039
-98% -$68.3K ﹤0.01% 613
2024
Q2 		$77.8K Buy
+1,056
New +$78K 0.06% 248

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

1620 Investment Advisors's SCHW Position: Q2 2026 in Review

1620 Investment Advisors held its Charles Schwab (SCHW) position steady in Q2 2026 at 33 shares worth $3.04K. The position accounts for ﹤0.01% of the portfolio, ranked #582.

1620 Investment Advisors first reported a position in SCHW in Q2 2024 and has held it in 9 quarters since. The position peaked at $77.8K in Q2 2024. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • 1620 Investment Advisors held 33 shares of Charles Schwab worth $3.04K as of Q2 2026.
  • 1620 Investment Advisors left its Charles Schwab share count unchanged in Q2 2026.
  • Charles Schwab made up ﹤0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #582 holding.
  • 1620 Investment Advisors first reported a position in Charles Schwab in Q2 2024 and has held it in 9 quarters since.
  • 1620 Investment Advisors's Charles Schwab position peaked at $77.8K in Q2 2024.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.