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SCHW

Avantax Planning Partners’s Charles Schwab SCHW Stock Holding History

Avantax Planning 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 		$383K Sell
4,151
-183
-4% -$16.7K 0.01% 326
2026
Q1 		$407K Sell
4,334
-516
-11% -$50.6K 0.01% 303
2025
Q4 		$485K Buy
4,850
+379
+8% +$36K 0.01% 276
2025
Q3 		$427K Sell
4,471
-235
-5% -$22.3K 0.01% 296
2025
Q2 		$429K Buy
4,706
+91
+2% +$7.62K 0.01% 288
2025
Q1 		$361K Sell
4,615
-678
-13% -$53.2K 0.01% 307
2024
Q4 		$392K Sell
5,293
-276
-5% -$20.7K 0.01% 291
2024
Q3 		$361K Sell
5,569
-1,055
-16% -$69.3K 0.01% 305
2024
Q2 		$488K Sell
6,624
-835
-11% -$61.7K 0.02% 289
2024
Q1 		$540K Buy
7,459
+2,336
+46% +$154K 0.02% 284
2023
Q4 		$352K Sell
5,123
-401
-7% -$23.2K 0.01% 278
2023
Q3 		$303K Sell
5,524
-8
-0.1% -$483 0.01% 283
2023
Q2 		$314K Sell
5,532
-2,192
-28% -$115K 0.01% 290
2023
Q1 		$405K Buy
7,724
+2,697
+54% +$197K 0.02% 254
2022
Q4 		$419K Buy
5,027
+1,388
+38% +$108K 0.02% 253
2022
Q3 		$262K Sell
3,639
-306
-8% -$21.2K 0.01% 295
2022
Q2 		$249K Buy
3,945
+254
+7% +$17.5K 0.01% 296
2022
Q1 		$311K Buy
3,691
+217
+6% +$19.1K 0.01% 273
2021
Q4 		$292K Buy
3,474
+158
+5% +$12.8K 0.01% 280
2021
Q3 		$242K Buy
+3,316
New +$237K 0.01% 289
2018
Q4 		– Sell
-986
Closed -$48K – 1021
2018
Q3 		$48K Buy
+986
New +$50.4K ﹤0.01% 497
2018
Q2 		– Sell
-1,227
Closed -$64K – 1248
2018
Q1 		$64K Buy
+1,227
New +$65.8K 0.01% 486

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

Avantax Planning Partners's SCHW Position: Q2 2026 in Review

Avantax Planning Partners reduced its Charles Schwab (SCHW) stake by 4.2% in Q2 2026, selling an estimated $16.7K and leaving 4,151 shares worth $383K. The position accounts for 0.01% of the portfolio, ranked #326.

Avantax Planning Partners first reported a position in SCHW in Q1 2018 and has held it in 22 quarters since. The position peaked at $540K in Q1 2024. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Avantax Planning Partners held 4,151 shares of Charles Schwab worth $383K as of Q2 2026.
  • Avantax Planning Partners sold 183 Charles Schwab shares in Q2 2026, an estimated $16.7K.
  • Charles Schwab made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #326 holding.
  • Avantax Planning Partners first reported a position in Charles Schwab in Q1 2018 and has held it in 22 quarters since.
  • Avantax Planning Partners's Charles Schwab position peaked at $540K in Q1 2024.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.