CWA
SCHW

Clearview Wealth Advisors’s Charles Schwab SCHW Stock Holding History

Clearview Wealth 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
2025
Q4 		$396K Sell
3,963
-195
-5% -$18.5K 0.25% 73
2025
Q3 		$397K Sell
4,158
-112
-3% -$10.6K 0.25% 71
2025
Q2 		$390K Sell
4,270
-6
-0.1% -$502 0.27% 70
2025
Q1 		$335K Sell
4,276
-137
-3% -$10.8K 0.25% 77
2024
Q4 		$327K Sell
4,413
-31
-0.7% -$2.32K 0.25% 72
2024
Q3 		$288K Sell
4,444
-100
-2% -$6.57K 0.22% 82
2024
Q2 		$335K Sell
4,544
-208
-4% -$15.4K 0.29% 70
2024
Q1 		$344K Buy
+4,752
New +$313K 0.35% 73
2022
Q1 		– Sell
-141
Closed -$12K – 685
2021
Q4 		$12K Hold
141
– – 0.01% 388
2021
Q3 		$10K Buy
141
+15
+12% +$1.07K 0.01% 426
2021
Q2 		$9K Hold
126
– – 0.01% 456
2021
Q1 		$8K Hold
126
– – 0.01% 442
2020
Q4 		$7K Buy
+126
New +$5.7K ﹤0.01% 422

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Clearview Wealth Advisors's SCHW Position: Q4 2025 in Review

Clearview Wealth Advisors reduced its Charles Schwab (SCHW) stake by 4.7% in Q4 2025, selling an estimated $18.5K and leaving 3,963 shares worth $396K. The position accounts for 0.25% of the portfolio, ranked #73.

Clearview Wealth Advisors first reported a position in SCHW in Q4 2020 and has held it in 13 quarters since. The position peaked at $397K in Q3 2025. 2,316 funds tracked by Wall St. Rank hold SCHW as of Q4 2025.

  • Clearview Wealth Advisors held 3,963 shares of Charles Schwab worth $396K as of Q4 2025.
  • Clearview Wealth Advisors sold 195 Charles Schwab shares in Q4 2025, an estimated $18.5K.
  • Charles Schwab made up 0.25% of Clearview Wealth Advisors's portfolio in Q4 2025, its #73 holding.
  • Clearview Wealth Advisors first reported a position in Charles Schwab in Q4 2020 and has held it in 13 quarters since.
  • Clearview Wealth Advisors's Charles Schwab position peaked at $397K in Q3 2025.
  • 2,316 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.