CIAS
SCHW

CBIZ Investment Advisory Services’s Charles Schwab SCHW Stock Holding History

CBIZ Investment Advisory Services’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
Q1 		$3.95K Sell
42
-466
-92% -$45.7K ﹤0.01% 253
2025
Q4 		$50.7K Hold
508
– – ﹤0.01% 141
2025
Q3 		$48.5K Buy
508
+17
+3% +$1.61K ﹤0.01% 129
2025
Q2 		$44.8K Buy
491
+105
+27% +$8.79K ﹤0.01% 145
2025
Q1 		$30.2K Buy
386
+191
+98% +$15K ﹤0.01% 166
2024
Q4 		$14.4K Buy
195
+25
+15% +$1.87K ﹤0.01% 250
2024
Q3 		$11.1K Sell
170
-1
-0.6% -$66 ﹤0.01% 255
2024
Q2 		$12.6K Hold
171
– – ﹤0.01% 238
2024
Q1 		$12.3K Buy
+171
New +$11.3K ﹤0.01% 238

Other funds holding SCHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

CBIZ Investment Advisory Services's SCHW Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its Charles Schwab (SCHW) stake by 92% in Q1 2026, selling an estimated $45.7K and leaving 42 shares worth $3.95K. The position accounts for ﹤0.01% of the portfolio, ranked #253.

CBIZ Investment Advisory Services first reported a position in SCHW in Q1 2024 and has held it in 9 quarters since. The position peaked at $50.7K in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • CBIZ Investment Advisory Services held 42 shares of Charles Schwab worth $3.95K as of Q1 2026.
  • CBIZ Investment Advisory Services sold 466 Charles Schwab shares in Q1 2026, an estimated $45.7K.
  • Charles Schwab made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #253 holding.
  • CBIZ Investment Advisory Services first reported a position in Charles Schwab in Q1 2024 and has held it in 9 quarters since.
  • CBIZ Investment Advisory Services's Charles Schwab position peaked at $50.7K in Q4 2025.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.