CCA
SCHW

Checchi Capital Advisers’s Charles Schwab SCHW Stock Holding History

Checchi Capital Advisers’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 		$1.35M Buy
14,640
+386
+3% +$35.2K 0.06% 170
2026
Q1 		$1.34M Buy
14,254
+1,301
+10% +$128K 0.07% 175
2025
Q4 		$1.29M Sell
12,953
-47
-0.4% -$4.46K 0.07% 167
2025
Q3 		$1.24M Sell
13,000
-1,688
-11% -$160K 0.06% 170
2025
Q2 		$1.34M Buy
14,688
+100
+0.7% +$8.37K 0.07% 177
2025
Q1 		$1.14M Buy
14,588
+369
+3% +$29K 0.06% 199
2024
Q4 		$1.05M Buy
14,219
+376
+3% +$28.1K 0.06% 191
2024
Q3 		$897K Buy
13,843
+47
+0.3% +$3.09K 0.05% 214
2024
Q2 		$1.02M Buy
13,796
+299
+2% +$22.1K 0.05% 186
2024
Q1 		$976K Buy
13,497
+27
+0.2% +$1.78K 0.08% 200
2023
Q4 		$927K Buy
13,470
+92
+0.7% +$5.31K 0.08% 194
2023
Q3 		$734K Sell
13,378
-327
-2% -$19.8K 0.07% 213
2023
Q2 		$777K Sell
13,705
-164
-1% -$8.59K 0.07% 203
2023
Q1 		$726K Sell
13,869
-24
-0.2% -$1.76K 0.07% 211
2022
Q4 		$1.16M Buy
13,893
+384
+3% +$29.8K 0.12% 142
2022
Q3 		$971K Buy
13,509
+246
+2% +$17.1K 0.09% 157
2022
Q2 		$916K Sell
13,263
-1,445
-10% -$99.7K 0.08% 174
2022
Q1 		$1.24M Buy
14,708
+1,218
+9% +$107K 0.11% 139
2021
Q4 		$1.14M Buy
13,490
+375
+3% +$30.3K 0.1% 140
2021
Q3 		$955K Buy
13,115
+316
+2% +$22.6K 0.09% 146
2021
Q2 		$932K Sell
12,799
-322
-2% -$22.8K 0.09% 155
2021
Q1 		$855K Buy
13,121
+243
+2% +$14.7K 0.08% 154
2020
Q4 		$683K Buy
12,878
+3,792
+42% +$172K 0.07% 187
2020
Q3 		$329K Sell
9,086
-850
-9% -$29.6K 0.04% 283
2020
Q2 		$335K Buy
9,936
+297
+3% +$10.6K 0.04% 276
2020
Q1 		$324K Sell
9,639
-1,635
-15% -$68.6K 0.03% 243
2019
Q4 		$536K Buy
11,274
+290
+3% +$12.8K 0.07% 196
2019
Q3 		$459K Sell
10,984
-107
-1% -$4.32K 0.06% 208
2019
Q2 		$446K Buy
11,091
+1,213
+12% +$52.9K 0.06% 214
2019
Q1 		$422K Sell
9,878
-166
-2% -$7.5K 0.05% 217
2018
Q4 		$417K Sell
10,044
-2,178
-18% -$98.5K 0.05% 197
2018
Q3 		$601K Buy
12,222
+287
+2% +$14.7K 0.07% 179
2018
Q2 		$610K Buy
11,935
+161
+1% +$8.92K 0.08% 162
2018
Q1 		$615K Buy
11,774
+554
+5% +$29.7K 0.08% 154
2017
Q4 		$576K Buy
11,220
+2,089
+23% +$98.1K 0.08% 176
2017
Q3 		$399K Sell
9,131
-354
-4% -$14.7K 0.04% 218
2017
Q2 		$407K Sell
9,485
-1,003
-10% -$40.2K 0.04% 210
2017
Q1 		$428K Buy
10,488
+1,154
+12% +$47.6K 0.05% 203
2016
Q4 		$368K Buy
9,334
+443
+5% +$15.8K 0.05% 220
2016
Q3 		$281K Buy
8,891
+34
+0.4% +$997 0.03% 270
2016
Q2 		$224K Buy
8,857
+146
+2% +$4.15K 0.03% 311
2016
Q1 		$244K Sell
8,711
-197
-2% -$5.2K 0.05% 285
2015
Q4 		$293K Buy
8,908
+1,400
+19% +$44.3K 0.07% 244
2015
Q3 		$214K Buy
7,508
+339
+5% +$10.9K 0.06% 303
2015
Q2 		$234K Sell
7,169
-635
-8% -$20.1K 0.06% 298
2015
Q1 		$238K Buy
+7,804
New +$226K 0.07% 280

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

Checchi Capital Advisers's SCHW Position: Q2 2026 in Review

Checchi Capital Advisers increased its Charles Schwab (SCHW) stake by 2.7% in Q2 2026, buying an estimated $35.2K and bringing the position to 14,640 shares worth $1.35M. The position accounts for 0.06% of the portfolio, ranked #170.

Checchi Capital Advisers first reported a position in SCHW in Q1 2015 and has held it in 46 quarters since. 1,397 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Checchi Capital Advisers held 14,640 shares of Charles Schwab worth $1.35M as of Q2 2026.
  • Checchi Capital Advisers bought 386 Charles Schwab shares in Q2 2026, an estimated $35.2K.
  • Charles Schwab made up 0.06% of Checchi Capital Advisers's portfolio in Q2 2026, its #170 holding.
  • Checchi Capital Advisers first reported a position in Charles Schwab in Q1 2015 and has held it in 46 quarters since.
  • 1,397 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.