Charles Schwab’s TWFG Inc TWFG Stock Holding History

Charles Schwab’s Portfolio TWFG Stock Details TWFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-5,800	Closed	-$203K	–	3558
2025 Q2	$203K	Buy	+5,800	New	+$193K	﹤0.01%	3371

Other funds holding TWFG

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Central Securities New York $1.21B AUM 19.91% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Charles Schwab's TWFG Position: Q3 2025 in Review

Charles Schwab sold out of TWFG Inc (TWFG) in Q3 2025, closing a stake of 5,800 shares — an estimated $203K sold.

Charles Schwab first reported a position in TWFG in Q2 2025 and held it in 1 quarter. The position peaked at $203K in Q2 2025. 67 funds tracked by Wall St. Rank hold TWFG as of Q3 2025.

Charles Schwab reported no remaining TWFG Inc position as of Q3 2025 after selling out during the quarter.
Charles Schwab sold 5,800 TWFG Inc shares in Q3 2025, an estimated $203K.
Charles Schwab first reported a position in TWFG Inc in Q2 2025 and held it in 1 quarter.
Charles Schwab's TWFG Inc position peaked at $203K in Q2 2025.
67 funds tracked by Wall St. Rank held TWFG Inc as of Q3 2025.

Based on Charles Schwab's 13F filing for Q3 2025, filed 10 Nov 2025.