Cedar Mountain Advisors’s Charles Schwab SCHW Stock Holding History

Cedar Mountain Advisors’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 Q3	$60.4K	Buy	618 +1	+0.2%	+$105	0.01%	140
2026 Q2	$57K	Buy	617 +1	+0.2%	+$91	0.01%	154
2026 Q1	$57.9K	Buy	616 +190	+45%	+$18.6K	0.01%	131
2025 Q4	$42.5K	Buy	426 +1	+0.2%	+$95	0.01%	125
2025 Q3	$40.6K	Buy	425 +28	+7%	+$2.66K	0.01%	127
2025 Q2	$36.3K	Hold	397	–	–	0.01%	118
2025 Q1	$31.1K	Buy	397 +1	+0.3%	+$78	0.01%	122
2024 Q4	$29.3K	Buy	396 +1	+0.3%	+$75	0.01%	130
2024 Q3	$25.6K	Buy	395 +1	+0.3%	+$66	0.01%	134
2024 Q2	$29.1K	Hold	394	–	–	0.01%	107
2024 Q1	$28.5K	Buy	394 +1	+0.3%	+$66	0.01%	107
2023 Q4	$27K	Buy	393 +1	+0.3%	+$58	0.01%	108
2023 Q3	$21.5K	Buy	392 +1	+0.3%	+$60	0.01%	114
2023 Q2	$22.2K	Buy	391 +216	+123%	+$11.3K	0.01%	116
2023 Q1	$9.17K	Buy	+175	New	+$12.8K	﹤0.01%	171

Other funds holding SCHW

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Provident Trust Company Waukesha, Wisconsin $3.22B AUM 13.63% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cedar Mountain Advisors's SCHW Position: Q3 2026 in Review

Cedar Mountain Advisors increased its Charles Schwab (SCHW) stake by 0.16% in Q3 2026, buying an estimated $105 and bringing the position to 618 shares worth $60.4K. The position accounts for 0.01% of the portfolio, ranked #140.

Cedar Mountain Advisors first reported a position in SCHW in Q1 2023 and has held it in 15 quarters since. 973 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

Cedar Mountain Advisors held 618 shares of Charles Schwab worth $60.4K as of Q3 2026.
Cedar Mountain Advisors bought 1 Charles Schwab share in Q3 2026, an estimated $105.
Charles Schwab made up 0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #140 holding.
Cedar Mountain Advisors first reported a position in Charles Schwab in Q1 2023 and has held it in 15 quarters since.
973 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.