CGFA
SCHW

Colton Groome Financial Advisors’s Charles Schwab SCHW Stock Holding History

Colton Groome Financial 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
2026
Q3 		$1.25M Sell
12,760
-126
-1% -$13.3K 0.29% 57
2026
Q2 		$1.19M Buy
12,886
+1,535
+14% +$140K 0.29% 58
2026
Q1 		$1.07M Buy
11,351
+376
+3% +$36.9K 0.3% 55
2025
Q4 		$1.1M Buy
10,975
+1,000
+10% +$94.9K 0.31% 53
2025
Q3 		$952K Buy
9,975
+240
+2% +$22.8K 0.29% 59
2025
Q2 		$888K Buy
9,735
+420
+5% +$35.2K 0.3% 55
2025
Q1 		$758K Buy
9,315
+185
+2% +$14.5K 0.29% 58
2024
Q4 		$676K Sell
9,130
-1,098
-11% -$82.2K 0.26% 56
2024
Q3 		$663K Sell
10,228
-84
-0.8% -$5.52K 0.25% 60
2024
Q2 		$760K Buy
+10,312
New +$762K 0.3% 53
2023
Q1 		– Sell
-3,954
Closed -$329K – 135
2022
Q4 		$329K Buy
3,954
+1,045
+36% +$81.1K 0.16% 97
2022
Q3 		$209K Buy
+2,909
New +$202K 0.11% 112

Other funds holding SCHW

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

Colton Groome Financial Advisors's SCHW Position: Q3 2026 in Review

Colton Groome Financial Advisors reduced its Charles Schwab (SCHW) stake by 0.98% in Q3 2026, selling an estimated $13.3K and leaving 12,760 shares worth $1.25M. The position accounts for 0.29% of the portfolio, ranked #57.

Colton Groome Financial Advisors first reported a position in SCHW in Q3 2022 and has held it in 12 quarters since. 109 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

  • Colton Groome Financial Advisors held 12,760 shares of Charles Schwab worth $1.25M as of Q3 2026.
  • Colton Groome Financial Advisors sold 126 Charles Schwab shares in Q3 2026, an estimated $13.3K.
  • Charles Schwab made up 0.29% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #57 holding.
  • Colton Groome Financial Advisors first reported a position in Charles Schwab in Q3 2022 and has held it in 12 quarters since.
  • 109 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.