CFO4Life Group’s Charles Schwab SCHW Stock Holding History

CFO4Life 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	$275K	Sell	2,979 -203	-6%	-$18.5K	0.04%	188
2026 Q1	$299K	Sell	3,182 -645	-17%	-$63.3K	0.05%	163
2025 Q4	$382K	Sell	3,827 -187	-5%	-$17.7K	0.05%	149
2025 Q3	$383K	Sell	4,014 -166	-4%	-$15.8K	0.06%	149
2025 Q2	$381K	Sell	4,180 -216	-5%	-$18.1K	0.06%	140
2025 Q1	$344K	Sell	4,396 -909	-17%	-$71.3K	0.06%	145
2024 Q4	$393K	Sell	5,305 -271	-5%	-$20.3K	0.07%	135
2024 Q3	$361K	Buy	5,576 +1,072	+24%	+$70.4K	0.06%	139
2024 Q2	$332K	Buy	4,504 +72	+2%	+$5.32K	0.06%	141
2024 Q1	$321K	Buy	+4,432	New	+$292K	0.06%	143
2020 Q2	–	Sell	-7,051	Closed	-$237K	–	130
2020 Q1	$237K	Buy	+7,051	New	+$296K	0.13%	95

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

CFO4Life Group's SCHW Position: Q2 2026 in Review

CFO4Life Group reduced its Charles Schwab (SCHW) stake by 6.4% in Q2 2026, selling an estimated $18.5K and leaving 2,979 shares worth $275K. The position accounts for 0.04% of the portfolio, ranked #188.

CFO4Life Group first reported a position in SCHW in Q1 2020 and has held it in 11 quarters since. The position peaked at $393K in Q4 2024. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

CFO4Life Group held 2,979 shares of Charles Schwab worth $275K as of Q2 2026.
CFO4Life Group sold 203 Charles Schwab shares in Q2 2026, an estimated $18.5K.
Charles Schwab made up 0.04% of CFO4Life Group's portfolio in Q2 2026, its #188 holding.
CFO4Life Group first reported a position in Charles Schwab in Q1 2020 and has held it in 11 quarters since.
CFO4Life Group's Charles Schwab position peaked at $393K in Q4 2024.
2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on CFO4Life Group's 13F filing for Q2 2026, filed 12 Aug 2026.