ACA
SCHW

Aspire Capital Advisors’s Charles Schwab SCHW Stock Holding History

Aspire Capital 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 		$204K Buy
2,207
+7
+0.3% +$638 0.04% 131
2026
Q1 		$207K Sell
2,200
-32
-1% -$3.14K 0.05% 119
2025
Q4 		$223K Buy
2,232
+25
+1% +$2.37K 0.05% 108
2025
Q3 		$211K Buy
+2,207
New +$209K 0.05% 110
2025
Q1 		– Sell
-2,716
Closed -$201K – 99
2024
Q4 		$201K Buy
+2,716
New +$203K 0.06% 87
2024
Q2 		– Sell
-2,844
Closed -$206K – 79
2024
Q1 		$206K Buy
+2,844
New +$187K 0.07% 78

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

Aspire Capital Advisors's SCHW Position: Q2 2026 in Review

Aspire Capital Advisors increased its Charles Schwab (SCHW) stake by 0.32% in Q2 2026, buying an estimated $638 and bringing the position to 2,207 shares worth $204K. The position accounts for 0.04% of the portfolio, ranked #131.

Aspire Capital Advisors first reported a position in SCHW in Q1 2024 and has held it in 6 quarters since. The position peaked at $223K in Q4 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Aspire Capital Advisors held 2,207 shares of Charles Schwab worth $204K as of Q2 2026.
  • Aspire Capital Advisors bought 7 Charles Schwab shares in Q2 2026, an estimated $638.
  • Charles Schwab made up 0.04% of Aspire Capital Advisors's portfolio in Q2 2026, its #131 holding.
  • Aspire Capital Advisors first reported a position in Charles Schwab in Q1 2024 and has held it in 6 quarters since.
  • Aspire Capital Advisors's Charles Schwab position peaked at $223K in Q4 2025.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Aspire Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.