AFP
SCHW

Ausdal Financial Partners’s Charles Schwab SCHW Stock Holding History

Ausdal Financial Partners’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
Q1 		$1.3M Buy
13,847
+145
+1% +$14.2K 0.06% 311
2025
Q4 		$1.37M Buy
13,702
+590
+4% +$56K 0.06% 289
2025
Q3 		$1.25M Buy
13,112
+7,030
+116% +$667K 0.06% 311
2025
Q2 		$555K Sell
6,082
-1,131
-16% -$94.7K 0.04% 408
2025
Q1 		$565K Buy
7,213
+651
+10% +$51.1K 0.04% 368
2024
Q4 		$486K Buy
6,562
+2,062
+46% +$154K 0.04% 369
2024
Q3 		$292K Buy
4,500
+421
+10% +$27.7K 0.03% 418
2024
Q2 		$301K Sell
4,079
-844
-17% -$62.3K 0.03% 392
2024
Q1 		$356K Sell
4,923
-354
-7% -$23.3K 0.04% 336
2023
Q4 		$363K Buy
5,277
+97
+2% +$5.6K 0.04% 314
2023
Q3 		$284K Sell
5,180
-813
-14% -$49.1K 0.04% 349
2023
Q2 		$340K Buy
5,993
+1,851
+45% +$97K 0.05% 305
2023
Q1 		$217K Buy
4,142
+1,221
+42% +$89.4K 0.03% 405
2022
Q4 		$243K Sell
2,921
-332
-10% -$25.8K 0.04% 387
2022
Q3 		$234K Hold
3,253
– – 0.04% 379
2022
Q2 		$205K Buy
3,253
+406
+14% +$28K 0.03% 414
2022
Q1 		$240K Sell
2,847
-401
-12% -$35.3K 0.03% 409
2021
Q4 		$273K Buy
3,248
+1
+0% +$81 0.04% 391
2021
Q3 		$237K Sell
3,247
-529
-14% -$37.8K 0.04% 404
2021
Q2 		$275K Sell
3,776
-624
-14% -$44.2K 0.04% 367
2021
Q1 		$287K Sell
4,400
-745
-14% -$45.2K 0.05% 346
2020
Q4 		$273K Buy
+5,145
New +$233K 0.05% 330

Other funds holding SCHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Ausdal Financial Partners's SCHW Position: Q1 2026 in Review

Ausdal Financial Partners increased its Charles Schwab (SCHW) stake by 1.1% in Q1 2026, buying an estimated $14.2K and bringing the position to 13,847 shares worth $1.3M. The position accounts for 0.06% of the portfolio, ranked #311.

Ausdal Financial Partners first reported a position in SCHW in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.37M in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Ausdal Financial Partners held 13,847 shares of Charles Schwab worth $1.3M as of Q1 2026.
  • Ausdal Financial Partners bought 145 Charles Schwab shares in Q1 2026, an estimated $14.2K.
  • Charles Schwab made up 0.06% of Ausdal Financial Partners's portfolio in Q1 2026, its #311 holding.
  • Ausdal Financial Partners first reported a position in Charles Schwab in Q4 2020 and has held it in 22 quarters since.
  • Ausdal Financial Partners's Charles Schwab position peaked at $1.37M in Q4 2025.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.