Avidian Wealth Enterprises’s Charles Schwab SCHW Stock Holding History

Avidian Wealth Enterprises’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	$1.66M	Buy	17,958 +1,150	+7%	+$105K	0.05%	244
2026 Q1	$1.58M	Buy	16,808 +10,821	+181%	+$1.06M	0.05%	229
2025 Q4	$598K	Buy	5,987 +3	+0.1%	+$285	0.02%	338
2025 Q3	$571K	Buy	5,984 +570	+11%	+$54.1K	0.02%	339
2025 Q2	$494K	Sell	5,414 -25	-0.5%	-$2.09K	0.02%	338
2025 Q1	$426K	Buy	5,439 +154	+3%	+$12.1K	0.02%	340
2024 Q4	$391K	Buy	5,285 +299	+6%	+$22.4K	0.02%	346
2024 Q3	$323K	Buy	4,986 +82	+2%	+$5.39K	0.01%	384
2024 Q2	$361K	Buy	+4,904	New	+$362K	0.02%	357
2023 Q2	–	Sell	-11,726	Closed	-$614K	–	477
2023 Q1	$614K	Buy	+11,726	New	+$859K	0.03%	264

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Avidian Wealth Enterprises's SCHW Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Charles Schwab (SCHW) stake by 6.8% in Q2 2026, buying an estimated $105K and bringing the position to 17,958 shares worth $1.66M. The position accounts for 0.05% of the portfolio, ranked #244.

Avidian Wealth Enterprises first reported a position in SCHW in Q1 2023 and has held it in 10 quarters since. 2,306 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Avidian Wealth Enterprises held 17,958 shares of Charles Schwab worth $1.66M as of Q2 2026.
Avidian Wealth Enterprises bought 1,150 Charles Schwab shares in Q2 2026, an estimated $105K.
Charles Schwab made up 0.05% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #244 holding.
Avidian Wealth Enterprises first reported a position in Charles Schwab in Q1 2023 and has held it in 10 quarters since.
2,306 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.