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 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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CIPU

Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Cedar Mountain Advisors's SCHW Position: Q2 2026 in Review

Cedar Mountain Advisors increased its Charles Schwab (SCHW) stake by 0.16% in Q2 2026, buying an estimated $91 and bringing the position to 617 shares worth $57K. The position accounts for 0.01% of the portfolio, ranked #154.

Cedar Mountain Advisors first reported a position in SCHW in Q1 2023 and has held it in 14 quarters since. The position peaked at $57.9K in Q1 2026. 384 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Cedar Mountain Advisors held 617 shares of Charles Schwab worth $57K as of Q2 2026.
Cedar Mountain Advisors bought 1 Charles Schwab share in Q2 2026, an estimated $91.
Charles Schwab made up 0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #154 holding.
Cedar Mountain Advisors first reported a position in Charles Schwab in Q1 2023 and has held it in 14 quarters since.
Cedar Mountain Advisors's Charles Schwab position peaked at $57.9K in Q1 2026.
384 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.