AGA
SCHW

Accuvest Global Advisors’s Charles Schwab SCHW Stock Holding History

Accuvest Global 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 		– Sell
-9,584
Closed -$901K – 90
2026
Q1 		$901K Sell
9,584
-19,163
-67% -$1.88M 0.84% 29
2025
Q4 		$2.87M Buy
28,747
+24,987
+665% +$2.37M 2.12% 19
2025
Q3 		$359K Buy
+3,760
New +$357K 0.22% 42
2023
Q3 		– Sell
-5,282
Closed -$299K – 129
2023
Q2 		$299K Buy
+5,282
New +$277K 0.15% 96
2023
Q1 		– Sell
-6,344
Closed -$528K – 142
2022
Q4 		$528K Buy
+6,344
New +$492K 0.18% 86
2021
Q4 		– Sell
-3,806
Closed -$277K – 127
2021
Q3 		$277K Sell
3,806
-231
-6% -$16.5K 0.13% 107
2021
Q2 		$294K Hold
4,037
– – 0.15% 84
2021
Q1 		$263K Buy
+4,037
New +$245K 0.14% 86
2018
Q3 		– Sell
-7,330
Closed -$375K – 145
2018
Q2 		$375K Buy
7,330
+7,220
+6,564% +$400K 0.15% 107
2018
Q1 		$6K Hold
110
– – ﹤0.01% 90
2017
Q4 		$6K Sell
110
-12
-10% -$564 ﹤0.01% 79
2017
Q3 		$5K Sell
122
-12,270
-99% -$509K ﹤0.01% 82
2017
Q2 		$532K Buy
12,392
+1,706
+16% +$68.3K 0.18% 57
2017
Q1 		$436K Buy
+10,686
New +$441K 0.14% 83

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

Accuvest Global Advisors's SCHW Position: Q2 2026 in Review

Accuvest Global Advisors sold out of Charles Schwab (SCHW) in Q2 2026, closing a stake of 9,584 shares — an estimated $901K sold.

Accuvest Global Advisors first reported a position in SCHW in Q1 2017 and held it in 14 quarters. The position peaked at $2.87M in Q4 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Accuvest Global Advisors reported no remaining Charles Schwab position as of Q2 2026 after selling out during the quarter.
  • Accuvest Global Advisors sold 9,584 Charles Schwab shares in Q2 2026, an estimated $901K.
  • Accuvest Global Advisors first reported a position in Charles Schwab in Q1 2017 and held it in 14 quarters.
  • Accuvest Global Advisors's Charles Schwab position peaked at $2.87M in Q4 2025.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Accuvest Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.