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
Q2 		$1.3M Buy
14,058
+211
+2% +$19.2K 0.05% 338
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 $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

Ausdal Financial Partners's SCHW Position: Q2 2026 in Review

Ausdal Financial Partners increased its Charles Schwab (SCHW) stake by 1.5% in Q2 2026, buying an estimated $19.2K and bringing the position to 14,058 shares worth $1.3M. The position accounts for 0.05% of the portfolio, ranked #338.

Ausdal Financial Partners first reported a position in SCHW in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.37M in Q4 2025. 2,314 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Ausdal Financial Partners held 14,058 shares of Charles Schwab worth $1.3M as of Q2 2026.
  • Ausdal Financial Partners bought 211 Charles Schwab shares in Q2 2026, an estimated $19.2K.
  • Charles Schwab made up 0.05% of Ausdal Financial Partners's portfolio in Q2 2026, its #338 holding.
  • Ausdal Financial Partners first reported a position in Charles Schwab in Q4 2020 and has held it in 23 quarters since.
  • Ausdal Financial Partners's Charles Schwab position peaked at $1.37M in Q4 2025.
  • 2,314 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.