Atala Financial’s Charles Schwab SCHW Stock Holding History

Atala Financial’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
2025 Q2	–	Sell	-556	Closed	-$43.5K	–	387
2025 Q1	$43.5K	Hold	556	–	–	0.03%	185
2024 Q4	$41.1K	Buy	+556	New	+$41.6K	0.03%	201

Other funds holding SCHW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atala Financial's SCHW Position: Q2 2025 in Review

Atala Financial sold out of Charles Schwab (SCHW) in Q2 2025, closing a stake of 556 shares — an estimated $43.5K sold.

Atala Financial first reported a position in SCHW in Q4 2024 and held it in 2 quarters. The position peaked at $43.5K in Q1 2025. 2,139 funds tracked by Wall St. Rank hold SCHW as of Q2 2025.

Atala Financial reported no remaining Charles Schwab position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 556 Charles Schwab shares in Q2 2025, an estimated $43.5K.
Atala Financial first reported a position in Charles Schwab in Q4 2024 and held it in 2 quarters.
Atala Financial's Charles Schwab position peaked at $43.5K in Q1 2025.
2,139 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.