180 Wealth Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.12M | Buy |
44,698
+825
| +2% | +$75.2K | 0.41% | 62 |
|
|
2026
Q1 | $4.12M | Buy |
43,873
+310
| +0.7% | +$30.4K | 0.47% | 49 |
|
|
2025
Q4 | $4.35M | Buy |
43,563
+83
| +0.2% | +$7.87K | 0.5% | 44 |
|
|
2025
Q3 | $4.15M | Sell |
43,480
-248
| -0.6% | -$23.5K | 0.51% | 41 |
|
|
2025
Q2 | $3.99M | Buy |
43,728
+858
| +2% | +$71.8K | 0.56% | 40 |
|
|
2025
Q1 | $3.36M | Buy |
42,870
+780
| +2% | +$61.2K | 0.53% | 42 |
|
|
2024
Q4 | $3.12M | Buy |
42,090
+1,314
| +3% | +$98.3K | 0.49% | 49 |
|
|
2024
Q3 | $2.64M | Buy |
40,776
+1,631
| +4% | +$107K | 0.42% | 65 |
|
|
2024
Q2 | $2.98M | Buy |
39,145
+3,452
| +10% | +$255K | 0.49% | 47 |
|
|
2024
Q1 | $2.58M | Buy |
35,693
+3,453
| +11% | +$227K | 0.46% | 57 |
|
|
2023
Q4 | $2.23M | Buy |
32,240
+26
| +0.1% | +$1.5K | 0.45% | 60 |
|
|
2023
Q3 | $1.77M | Buy |
32,214
+1,843
| +6% | +$111K | 0.4% | 72 |
|
|
2023
Q2 | $1.75M | Buy |
30,371
+1,333
| +5% | +$69.8K | 0.39% | 73 |
|
|
2023
Q1 | $1.52M | Buy |
29,038
+7
| +0% | +$513 | 0.35% | 82 |
|
|
2022
Q4 | $2.27M | Sell |
29,031
-689
| -2% | -$53.5K | 0.53% | 54 |
|
|
2022
Q3 | $2.14M | Buy |
29,720
+177
| +0.6% | +$12.3K | 0.59% | 46 |
|
|
2022
Q2 | $1.89M | Sell |
29,543
-152
| -0.5% | -$10.5K | 0.48% | 61 |
|
|
2022
Q1 | $2.28M | Sell |
29,695
-41
| -0.1% | -$3.61K | 0.5% | 54 |
|
|
2021
Q4 | $2.65M | Sell |
29,736
-285
| -0.9% | -$23.1K | 0.6% | 38 |
|
|
2021
Q3 | $2.43M | Sell |
30,021
-132
| -0.4% | -$9.43K | 0.54% | 45 |
|
|
2021
Q2 | $2.25M | Sell |
30,153
-27
| -0.1% | -$1.91K | 0.51% | 50 |
|
|
2021
Q1 | $2.18M | Sell |
30,180
-298
| -1% | -$18.1K | 0.54% | 47 |
|
|
2020
Q4 | $1.8M | Buy |
30,478
+368
| +1% | +$16.7K | 0.52% | 50 |
|
|
2020
Q3 | $1.18M | Buy |
30,110
+2,176
| +8% | +$75.7K | 0.44% | 62 |
|
|
2020
Q2 | $934K | Buy |
27,934
+1,008
| +4% | +$36.1K | 0.37% | 73 |
|
|
2020
Q1 | $926K | Buy |
26,926
+2,753
| +11% | +$116K | 0.48% | 61 |
|
|
2019
Q4 | $1.14M | Buy |
24,173
+3,427
| +17% | +$151K | 0.45% | 59 |
|
|
2019
Q3 | $773K | Buy |
20,746
+2,458
| +13% | +$99.2K | 0.34% | 77 |
|
|
2019
Q2 | $755K | Buy |
+18,288
| New | +$797K | 0.34% | 86 |
|
|
2019
Q1 | – | Sell |
-5,163
| Closed | -$254K | – | 276 |
|
|
2018
Q4 | $254K | Hold |
5,163
| – | – | 0.12% | 203 |
|
|
2018
Q3 | $254K | Buy |
5,163
+1,045
| +25% | +$53.4K | 0.12% | 204 |
|
|
2018
Q2 | $210K | Sell |
4,118
-30
| -0.7% | -$1.66K | 0.1% | 223 |
|
|
2018
Q1 | $217K | Hold |
4,148
| – | – | 0.11% | 216 |
|
|
2017
Q4 | $213K | Buy |
+4,148
| New | +$195K | 0.11% | 220 |
|
Other funds holding SCHW
180 Wealth Advisors's SCHW Position: Q2 2026 in Review
180 Wealth Advisors increased its Charles Schwab (SCHW) stake by 1.9% in Q2 2026, buying an estimated $75.2K and bringing the position to 44,698 shares worth $4.12M. The position accounts for 0.41% of the portfolio, ranked #62.
180 Wealth Advisors first reported a position in SCHW in Q4 2017 and has held it in 34 quarters since. The position peaked at $4.35M in Q4 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.
- 180 Wealth Advisors held 44,698 shares of Charles Schwab worth $4.12M as of Q2 2026.
- 180 Wealth Advisors bought 825 Charles Schwab shares in Q2 2026, an estimated $75.2K.
- Charles Schwab made up 0.41% of 180 Wealth Advisors's portfolio in Q2 2026, its #62 holding.
- 180 Wealth Advisors first reported a position in Charles Schwab in Q4 2017 and has held it in 34 quarters since.
- 180 Wealth Advisors's Charles Schwab position peaked at $4.35M in Q4 2025.
- 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.
Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.