BLFG
SCHW

Brian Low Financial Group’s Charles Schwab SCHW Stock Holding History

Brian Low Financial Group’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 		– Sell
-3,137
Closed -$295K – 122
2026
Q1 		$295K Buy
3,137
+988
+46% +$96.9K 0.2% 85
2025
Q4 		$215K Buy
+2,149
New +$204K 0.15% 109

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

Brian Low Financial Group's SCHW Position: Q2 2026 in Review

Brian Low Financial Group sold out of Charles Schwab (SCHW) in Q2 2026, closing a stake of 3,137 shares — an estimated $295K sold.

Brian Low Financial Group first reported a position in SCHW in Q4 2025 and held it in 2 quarters. The position peaked at $295K in Q1 2026. 2,311 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Brian Low Financial Group reported no remaining Charles Schwab position as of Q2 2026 after selling out during the quarter.
  • Brian Low Financial Group sold 3,137 Charles Schwab shares in Q2 2026, an estimated $295K.
  • Brian Low Financial Group first reported a position in Charles Schwab in Q4 2025 and held it in 2 quarters.
  • Brian Low Financial Group's Charles Schwab position peaked at $295K in Q1 2026.
  • 2,311 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Brian Low Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.