AIM
SCHW

Advyzon Investment Management’s Charles Schwab SCHW Stock Holding History

Advyzon Investment Management’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 		$1.7M Buy
18,436
+1,772
+11% +$162K 0.12% 162
2026
Q1 		$1.57M Sell
16,664
-185
-1% -$18.1K 0.14% 151
2025
Q4 		$1.68M Buy
16,849
+8,068
+92% +$765K 0.2% 114
2025
Q3 		$838K Buy
8,781
+5,150
+142% +$489K 0.14% 143
2025
Q2 		$331K Sell
3,631
-50
-1% -$4.19K 0.07% 258
2025
Q1 		$288K Buy
+3,681
New +$289K 0.1% 190

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

Advyzon Investment Management's SCHW Position: Q2 2026 in Review

Advyzon Investment Management increased its Charles Schwab (SCHW) stake by 11% in Q2 2026, buying an estimated $162K and bringing the position to 18,436 shares worth $1.7M. The position accounts for 0.12% of the portfolio, ranked #162.

Advyzon Investment Management first reported a position in SCHW in Q1 2025 and has held it in 6 quarters since. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Advyzon Investment Management held 18,436 shares of Charles Schwab worth $1.7M as of Q2 2026.
  • Advyzon Investment Management bought 1,772 Charles Schwab shares in Q2 2026, an estimated $162K.
  • Charles Schwab made up 0.12% of Advyzon Investment Management's portfolio in Q2 2026, its #162 holding.
  • Advyzon Investment Management first reported a position in Charles Schwab in Q1 2025 and has held it in 6 quarters since.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.