Arax Advisory Partners’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 | $8.53M | Buy |
92,395
+67,701
| +274% | +$6.17M | 0.06% | 345 |
|
|
2026
Q1 | $2.32M | Sell |
24,694
-8,558
| -26% | -$839K | 0.07% | 238 |
|
|
2025
Q4 | $3.32M | Sell |
33,252
-131,232
| -80% | -$12.4M | 0.1% | 171 |
|
|
2025
Q3 | $15.7M | Buy |
164,484
+160,968
| +4,578% | +$15.3M | 0.23% | 58 |
|
|
2025
Q2 | $1.18M | Buy |
3,516
+1,215
| +53% | +$102K | 0.05% | 228 |
|
|
2025
Q1 | $180K | Buy |
2,301
+53
| +2% | +$4.16K | 0.01% | 558 |
|
|
2024
Q4 | $166K | Buy |
2,248
+865
| +63% | +$64.7K | 0.01% | 538 |
|
|
2024
Q3 | $89.7K | Buy |
1,383
+506
| +58% | +$33.2K | 0.01% | 529 |
|
|
2024
Q2 | $64.7K | Buy |
877
+391
| +80% | +$28.9K | 0.01% | 578 |
|
|
2024
Q1 | $35.2K | Sell |
486
-28
| -5% | -$1.84K | ﹤0.01% | 562 |
|
|
2023
Q4 | $35.4K | Sell |
514
-37
| -7% | -$2.14K | ﹤0.01% | 546 |
|
|
2023
Q3 | $30.3K | Sell |
551
-695
| -56% | -$42K | ﹤0.01% | 529 |
|
|
2023
Q2 | $70.6K | Buy |
1,246
+929
| +293% | +$48.7K | 0.01% | 408 |
|
|
2023
Q1 | $16.6K | Buy |
317
+294
| +1,278% | +$21.5K | ﹤0.01% | 612 |
|
|
2022
Q4 | $1.92K | Sell |
23
-50
| -68% | -$3.88K | ﹤0.01% | 952 |
|
|
2022
Q3 | $5K | Sell |
73
-152
| -68% | -$10.6K | ﹤0.01% | 819 |
|
|
2022
Q2 | $14K | Buy |
225
+214
| +1,945% | +$14.8K | ﹤0.01% | 610 |
|
|
2022
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 1087 |
|
|
2021
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 1074 |
|
|
2021
Q3 | $1K | Buy |
+11
| New | +$786 | ﹤0.01% | 939 |
|
|
2020
Q3 | – | Sell |
-1,323
| Closed | -$45K | – | 708 |
|
|
2020
Q2 | $45K | Hold |
1,323
| – | – | 0.01% | 385 |
|
|
2020
Q1 | $44K | Buy |
+1,323
| New | +$55.5K | 0.01% | 370 |
|
|
2018
Q4 | – | Sell |
-182
| Closed | -$9K | – | 606 |
|
|
2018
Q3 | $9K | Sell |
182
-613
| -77% | -$31.3K | ﹤0.01% | 479 |
|
|
2018
Q2 | $40K | Buy |
795
+193
| +32% | +$10.7K | 0.02% | 233 |
|
|
2018
Q1 | $31K | Buy |
602
+516
| +600% | +$27.7K | 0.02% | 246 |
|
|
2017
Q4 | $4K | Buy |
86
+6
| +8% | +$282 | ﹤0.01% | 395 |
|
|
2017
Q3 | $3K | Buy |
80
+14
| +21% | +$581 | ﹤0.01% | 403 |
|
|
2017
Q2 | $3K | Hold |
66
| – | – | ﹤0.01% | 426 |
|
|
2017
Q1 | $2K | Hold |
66
| – | – | ﹤0.01% | 455 |
|
|
2016
Q4 | $3K | Buy |
+66
| New | +$2.36K | ﹤0.01% | 433 |
|
Other funds holding SCHW
Arax Advisory Partners's SCHW Position: Q2 2026 in Review
Arax Advisory Partners increased its Charles Schwab (SCHW) stake by 274% in Q2 2026, buying an estimated $6.17M and bringing the position to 92,395 shares worth $8.53M. The position accounts for 0.06% of the portfolio, ranked #345.
Arax Advisory Partners first reported a position in SCHW in Q4 2016 and has held it in 30 quarters since. The position peaked at $15.7M in Q3 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.
- Arax Advisory Partners held 92,395 shares of Charles Schwab worth $8.53M as of Q2 2026.
- Arax Advisory Partners bought 67,701 Charles Schwab shares in Q2 2026, an estimated $6.17M.
- Charles Schwab made up 0.06% of Arax Advisory Partners's portfolio in Q2 2026, its #345 holding.
- Arax Advisory Partners first reported a position in Charles Schwab in Q4 2016 and has held it in 30 quarters since.
- Arax Advisory Partners's Charles Schwab position peaked at $15.7M in Q3 2025.
- 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.
Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.