AWM
SCHW

Aprio Wealth Management’s Charles Schwab SCHW Stock Holding History

Aprio Wealth 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 		$1.04M Buy
11,325
+233
+2% +$21.2K 0.05% 227
2026
Q1 		$1.04M Buy
11,092
+82
+0.7% +$8.04K 0.06% 203
2025
Q4 		$1.14M Buy
11,010
+6,850
+165% +$650K 0.07% 176
2025
Q3 		$397K Buy
4,160
+709
+21% +$67.3K 0.04% 270
2025
Q2 		$315K Buy
3,451
+527
+18% +$44.1K 0.04% 278
2025
Q1 		$229K Buy
+2,924
New +$229K 0.03% 324
2024
Q2 		– Sell
-2,846
Closed -$206K – 269
2024
Q1 		$206K Buy
+2,846
New +$187K 0.04% 222

Other funds holding SCHW

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Aprio Wealth Management's SCHW Position: Q2 2026 in Review

Aprio Wealth Management increased its Charles Schwab (SCHW) stake by 2.1% in Q2 2026, buying an estimated $21.2K and bringing the position to 11,325 shares worth $1.04M. The position accounts for 0.05% of the portfolio, ranked #227.

Aprio Wealth Management first reported a position in SCHW in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.14M in Q4 2025. 689 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Aprio Wealth Management held 11,325 shares of Charles Schwab worth $1.04M as of Q2 2026.
  • Aprio Wealth Management bought 233 Charles Schwab shares in Q2 2026, an estimated $21.2K.
  • Charles Schwab made up 0.05% of Aprio Wealth Management's portfolio in Q2 2026, its #227 holding.
  • Aprio Wealth Management first reported a position in Charles Schwab in Q1 2024 and has held it in 7 quarters since.
  • Aprio Wealth Management's Charles Schwab position peaked at $1.14M in Q4 2025.
  • 689 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.