Advisornet Financial’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 | $298K | Buy |
3,228
+1,677
| +108% | +$153K | 0.01% | 540 |
|
|
2026
Q1 | $146K | Buy |
1,551
+784
| +102% | +$76.9K | 0.01% | 701 |
|
|
2025
Q4 | $76.6K | Buy |
767
+126
| +20% | +$12K | ﹤0.01% | 911 |
|
|
2025
Q3 | $61.2K | Sell |
641
-286
| -31% | -$27.1K | ﹤0.01% | 963 |
|
|
2025
Q2 | $84.6K | Sell |
927
-40
| -4% | -$3.35K | 0.01% | 806 |
|
|
2025
Q1 | $75.7K | Buy |
967
+147
| +18% | +$11.5K | 0.01% | 803 |
|
|
2024
Q4 | $60.7K | Sell |
820
-84
| -9% | -$6.29K | 0.01% | 825 |
|
|
2024
Q3 | $58.6K | Buy |
904
+1
| +0.1% | +$66 | ﹤0.01% | 859 |
|
|
2024
Q2 | $66.5K | Hold |
903
| – | – | 0.01% | 739 |
|
|
2024
Q1 | $65.3K | Buy |
903
+38
| +4% | +$2.5K | 0.01% | 741 |
|
|
2023
Q4 | $59.5K | Sell |
865
-278
| -24% | -$16.1K | 0.01% | 763 |
|
|
2023
Q3 | $62.8K | Sell |
1,143
-8,243
| -88% | -$498K | 0.01% | 729 |
|
|
2023
Q2 | $532K | Buy |
9,386
+7,264
| +342% | +$380K | 0.05% | 295 |
|
|
2023
Q1 | $111K | Buy |
2,122
+1,377
| +185% | +$101K | 0.01% | 599 |
|
|
2022
Q4 | $62K | Buy |
745
+120
| +19% | +$9.31K | 0.01% | 737 |
|
|
2022
Q3 | $45K | Buy |
625
+56
| +10% | +$3.89K | ﹤0.01% | 877 |
|
|
2022
Q2 | $36K | Sell |
569
-41
| -7% | -$2.83K | ﹤0.01% | 975 |
|
|
2022
Q1 | $51K | Buy |
610
+8
| +1% | +$704 | ﹤0.01% | 964 |
|
|
2021
Q4 | $51K | Hold |
602
| – | – | ﹤0.01% | 1008 |
|
|
2021
Q3 | $44K | Sell |
602
-140
| -19% | -$10K | ﹤0.01% | 1044 |
|
|
2021
Q2 | $54K | Buy |
742
+3
| +0.4% | +$212 | ﹤0.01% | 965 |
|
|
2021
Q1 | $48K | Buy |
739
+3
| +0.4% | +$182 | ﹤0.01% | 949 |
|
|
2020
Q4 | $39K | Buy |
736
+47
| +7% | +$2.13K | ﹤0.01% | 942 |
|
|
2020
Q3 | $25K | Buy |
689
+37
| +6% | +$1.29K | ﹤0.01% | 1043 |
|
|
2020
Q2 | $22K | Sell |
652
-60
| -8% | -$2.15K | ﹤0.01% | 1095 |
|
|
2020
Q1 | $24K | Sell |
712
-604
| -46% | -$25.3K | ﹤0.01% | 1020 |
|
|
2019
Q4 | $63K | Buy |
1,316
+435
| +49% | +$19.2K | 0.01% | 818 |
|
|
2019
Q3 | $37K | Sell |
881
-295
| -25% | -$11.9K | ﹤0.01% | 1013 |
|
|
2019
Q2 | $47K | Hold |
1,176
| – | – | 0.01% | 826 |
|
|
2019
Q1 | $50K | Buy |
1,176
+255
| +28% | +$11.5K | 0.01% | 736 |
|
|
2018
Q4 | $38K | Sell |
921
-174
| -16% | -$7.87K | 0.01% | 751 |
|
|
2018
Q3 | $54K | Buy |
1,095
+50
| +5% | +$2.55K | 0.01% | 697 |
|
|
2018
Q2 | $53K | Sell |
1,045
-2,259
| -68% | -$125K | 0.01% | 682 |
|
|
2018
Q1 | $173K | Sell |
3,304
-175
| -5% | -$9.38K | 0.02% | 417 |
|
|
2017
Q4 | $179K | Buy |
+3,479
| New | +$163K | 0.03% | 369 |
|
Other funds holding SCHW
Advisornet Financial's SCHW Position: Q2 2026 in Review
Advisornet Financial increased its Charles Schwab (SCHW) stake by 108% in Q2 2026, buying an estimated $153K and bringing the position to 3,228 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #540.
Advisornet Financial first reported a position in SCHW in Q4 2017 and has held it in 35 quarters since. The position peaked at $532K in Q2 2023. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.
- Advisornet Financial held 3,228 shares of Charles Schwab worth $298K as of Q2 2026.
- Advisornet Financial bought 1,677 Charles Schwab shares in Q2 2026, an estimated $153K.
- Charles Schwab made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #540 holding.
- Advisornet Financial first reported a position in Charles Schwab in Q4 2017 and has held it in 35 quarters since.
- Advisornet Financial's Charles Schwab position peaked at $532K in Q2 2023.
- 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.
Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.