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Charles Schwab Trust’s Verizon VZ Stock Holding History

Charles Schwab Trust’s Portfolio VZ Stock Details VZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$763K Buy
18,010
+2,045
+13% +$95.9K 0.04% 111
2026
Q1 		$801K Buy
15,965
+1,798
+13% +$83.3K 0.05% 98
2025
Q4 		$577K Sell
14,167
-37
-0.3% -$1.5K 0.04% 107
2025
Q3 		$624K Buy
14,204
+1,077
+8% +$46.6K 0.04% 107
2025
Q2 		$568K Buy
13,127
+1,000
+8% +$43.3K 0.04% 112
2025
Q1 		$550K Sell
12,127
-7,510
-38% -$313K 0.05% 109
2024
Q4 		$785K Buy
19,637
+3,015
+18% +$127K 0.07% 96
2024
Q3 		$747K Sell
16,622
-4,231
-20% -$177K 0.06% 93
2024
Q2 		$860K Buy
20,853
+2,253
+12% +$90.8K 0.08% 91
2024
Q1 		$780K Sell
18,600
-223
-1% -$8.99K 0.07% 90
2023
Q4 		$710K Sell
18,823
-2,994
-14% -$106K 0.07% 106
2023
Q3 		$707K Buy
21,817
+2,629
+14% +$88.8K 0.08% 101
2023
Q2 		$684K Sell
19,188
-263
-1% -$9.73K 0.08% 91
2023
Q1 		$756K Sell
19,451
-5,554
-22% -$219K 0.09% 90
2022
Q4 		$985K Buy
25,005
+805
+3% +$30.3K 0.13% 79
2022
Q3 		$919K Sell
24,200
-525
-2% -$23.4K 0.15% 76
2022
Q2 		$1.25M Buy
24,725
+112
+0.5% +$5.67K 0.26% 59
2022
Q1 		$1.25M Sell
24,613
-2,357
-9% -$125K 0.22% 64
2021
Q4 		$1.4M Sell
26,970
-385
-1% -$20.1K 0.23% 61
2021
Q3 		$1.48M Buy
27,355
+509
+2% +$28.2K 0.29% 63
2021
Q2 		$1.5M Sell
26,846
-74
-0.3% -$4.25K 0.3% 65
2021
Q1 		$1.57M Sell
26,920
-731
-3% -$41.3K 0.33% 60
2020
Q4 		$1.62M Hold
27,651
– – 0.39% 58
2020
Q3 		$1.65M Sell
27,651
-957
-3% -$55.6K 0.51% 48
2020
Q2 		$1.58M Buy
28,608
+10,931
+62% +$615K 0.53% 46
2020
Q1 		$950K Buy
17,677
+2,996
+20% +$171K 0.39% 64
2019
Q4 		$901K Buy
14,681
+3,648
+33% +$220K 0.35% 68
2019
Q3 		$660K Buy
+11,033
New +$635K 0.31% 68

Other funds holding VZ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Charles Schwab Trust's VZ Position: Q2 2026 in Review

Charles Schwab Trust increased its Verizon (VZ) stake by 13% in Q2 2026, buying an estimated $95.9K and bringing the position to 18,010 shares worth $763K. The position accounts for 0.04% of the portfolio, ranked #111.

Charles Schwab Trust first reported a position in VZ in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.65M in Q3 2020. 1,825 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Charles Schwab Trust held 18,010 shares of Verizon worth $763K as of Q2 2026.
  • Charles Schwab Trust bought 2,045 Verizon shares in Q2 2026, an estimated $95.9K.
  • Verizon made up 0.04% of Charles Schwab Trust's portfolio in Q2 2026, its #111 holding.
  • Charles Schwab Trust first reported a position in Verizon in Q3 2019 and has held it in 28 quarters since.
  • Charles Schwab Trust's Verizon position peaked at $1.65M in Q3 2020.
  • 1,825 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Charles Schwab Trust's 13F filing for Q2 2026, filed 10 Jul 2026.