Cambridge Investment Research Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $14.9M | Sell |
161,254
-11,632
| -7% | -$1.06M | 0.03% | 522 |
|
|
2026
Q1 | $16.2M | Sell |
172,886
-3,154
| -2% | -$309K | 0.04% | 438 |
|
|
2025
Q4 | $17.6M | Buy |
176,040
+3,599
| +2% | +$341K | 0.05% | 404 |
|
|
2025
Q3 | $16.5M | Buy |
172,441
+11,447
| +7% | +$1.09M | 0.05% | 419 |
|
|
2025
Q2 | $14.7M | Sell |
160,994
-10,473
| -6% | -$877K | 0.04% | 417 |
|
|
2025
Q1 | $13.4M | Sell |
171,467
-20,527
| -11% | -$1.61M | 0.05% | 409 |
|
|
2024
Q4 | $14.2M | Sell |
191,994
-19,249
| -9% | -$1.44M | 0.05% | 377 |
|
|
2024
Q3 | $13.7M | Buy |
211,243
+12,083
| +6% | +$794K | 0.05% | 392 |
|
|
2024
Q2 | $14.7M | Sell |
199,160
-24,825
| -11% | -$1.83M | 0.05% | 353 |
|
|
2024
Q1 | $16.2M | Buy |
223,985
+3,300
| +1% | +$217K | 0.06% | 304 |
|
|
2023
Q4 | $15.2M | Sell |
220,685
-112,808
| -34% | -$6.51M | 0.06% | 289 |
|
|
2023
Q3 | $18.3M | Sell |
333,493
-5,163
| -2% | -$312K | 0.09% | 233 |
|
|
2023
Q2 | $19.2M | Buy |
338,656
+112,641
| +50% | +$5.9M | 0.09% | 231 |
|
|
2023
Q1 | $11.8M | Buy |
226,015
+135,956
| +151% | +$9.96M | 0.06% | 328 |
|
|
2022
Q4 | $7.5M | Buy |
90,059
+2,565
| +3% | +$199K | 0.04% | 440 |
|
|
2022
Q3 | $6.29M | Buy |
87,494
+3,123
| +4% | +$217K | 0.04% | 468 |
|
|
2022
Q2 | $5.33M | Sell |
84,371
-190
| -0.2% | -$13.1K | 0.03% | 561 |
|
|
2022
Q1 | $7.13M | Sell |
84,561
-2,459
| -3% | -$216K | 0.03% | 494 |
|
|
2021
Q4 | $7.32M | Buy |
87,020
+2,918
| +3% | +$236K | 0.03% | 492 |
|
|
2021
Q3 | $6.13M | Sell |
84,102
-2,357
| -3% | -$168K | 0.03% | 522 |
|
|
2021
Q2 | $6.29M | Buy |
86,459
+5,928
| +7% | +$420K | 0.03% | 517 |
|
|
2021
Q1 | $5.25M | Buy |
80,531
+1,983
| +3% | +$120K | 0.03% | 543 |
|
|
2020
Q4 | $4.17M | Sell |
78,548
-10,122
| -11% | -$458K | 0.02% | 591 |
|
|
2020
Q3 | $3.21M | Buy |
88,670
+19,025
| +27% | +$662K | 0.02% | 594 |
|
|
2020
Q2 | $2.35M | Buy |
69,645
+15,468
| +29% | +$554K | 0.02% | 704 |
|
|
2020
Q1 | $1.82M | Sell |
54,177
-12,246
| -18% | -$514K | 0.02% | 710 |
|
|
2019
Q4 | $3.16M | Buy |
66,423
+4,148
| +7% | +$183K | 0.02% | 621 |
|
|
2019
Q3 | $2.6M | Buy |
62,275
+6,284
| +11% | +$254K | 0.02% | 649 |
|
|
2019
Q2 | $2.25M | Sell |
55,991
-10,345
| -16% | -$451K | 0.02% | 674 |
|
|
2019
Q1 | $2.84M | Buy |
66,336
+5,412
| +9% | +$244K | 0.03% | 580 |
|
|
2018
Q4 | $2.53M | Buy |
60,924
+23,682
| +64% | +$1.07M | 0.03% | 554 |
|
|
2018
Q3 | $1.83M | Buy |
37,242
+3,341
| +10% | +$171K | 0.02% | 726 |
|
|
2018
Q2 | $1.73M | Buy |
33,901
+10,772
| +47% | +$597K | 0.02% | 705 |
|
|
2018
Q1 | $1.21M | Buy |
23,129
+1,870
| +9% | +$100K | 0.01% | 847 |
|
|
2017
Q4 | $1.09M | Buy |
21,259
+1,923
| +10% | +$90.3K | 0.01% | 857 |
|
|
2017
Q3 | $846K | Buy |
19,336
+5,210
| +37% | +$216K | 0.01% | 924 |
|
|
2017
Q2 | $607K | Sell |
14,126
-5,742
| -29% | -$230K | 0.01% | 1076 |
|
|
2017
Q1 | $811K | Sell |
19,868
-129
| -0.6% | -$5.33K | 0.01% | 823 |
|
|
2016
Q4 | $789K | Buy |
19,997
+9,425
| +89% | +$337K | 0.01% | 797 |
|
|
2016
Q3 | $334K | Sell |
10,572
-19,472
| -65% | -$571K | 0.01% | 1242 |
|
|
2016
Q2 | $760K | Sell |
30,044
-7,856
| -21% | -$223K | 0.02% | 741 |
|
|
2016
Q1 | $1.06M | Sell |
37,900
-2,090
| -5% | -$55.2K | 0.02% | 546 |
|
|
2015
Q4 | $1.32M | Buy |
39,990
+13
| +0% | +$411 | 0.03% | 469 |
|
|
2015
Q3 | $1.14M | Sell |
39,977
-3,345
| -8% | -$107K | 0.03% | 440 |
|
|
2015
Q2 | $1.41M | Buy |
43,322
+3,072
| +8% | +$97.1K | 0.04% | 400 |
|
|
2015
Q1 | $1.23M | Buy |
40,250
+6,437
| +19% | +$187K | 0.03% | 442 |
|
|
2014
Q4 | $1.02M | Buy |
33,813
+803
| +2% | +$22.8K | 0.03% | 468 |
|
|
2014
Q3 | $970K | Buy |
33,010
+3,093
| +10% | +$87.6K | 0.03% | 536 |
|
|
2014
Q2 | $806K | Buy |
29,917
+6,838
| +30% | +$179K | 0.03% | 529 |
|
|
2014
Q1 | $631K | Buy |
23,079
+5,260
| +30% | +$137K | 0.02% | 599 |
|
|
2013
Q4 | $463K | Sell |
17,819
-990
| -5% | -$23.6K | 0.02% | 684 |
|
|
2013
Q3 | $398K | Sell |
18,809
-1,445
| -7% | -$31.4K | 0.02% | 715 |
|
|
2013
Q2 | $430K | Buy |
+20,254
| New | +$374K | 0.02% | 607 |
|
Other funds holding SCHW
Cambridge Investment Research Advisors's SCHW Position: Q2 2026 in Review
Cambridge Investment Research Advisors reduced its Charles Schwab (SCHW) stake by 6.7% in Q2 2026, selling an estimated $1.06M and leaving 161,254 shares worth $14.9M. The position accounts for 0.03% of the portfolio, ranked #522.
Cambridge Investment Research Advisors first reported a position in SCHW in Q2 2013 and has held it in 53 quarters since. The position peaked at $19.2M in Q2 2023. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.
- Cambridge Investment Research Advisors held 161,254 shares of Charles Schwab worth $14.9M as of Q2 2026.
- Cambridge Investment Research Advisors sold 11,632 Charles Schwab shares in Q2 2026, an estimated $1.06M.
- Charles Schwab made up 0.03% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #522 holding.
- Cambridge Investment Research Advisors first reported a position in Charles Schwab in Q2 2013 and has held it in 53 quarters since.
- Cambridge Investment Research Advisors's Charles Schwab position peaked at $19.2M in Q2 2023.
- 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.
Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.