CPIA
SCHW

Cornell Pochily Investment Advisors’s Charles Schwab SCHW Stock Holding History

Cornell Pochily Investment 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
Q2 		$238K Buy
2,580
+73
+3% +$6.66K 0.06% 172
2026
Q1 		$236K Buy
2,507
+205
+9% +$20.1K 0.07% 159
2025
Q4 		$230K Sell
2,302
-154
-6% -$14.6K 0.07% 163
2025
Q3 		$234K Buy
2,456
+167
+7% +$15.9K 0.07% 165
2025
Q2 		$209K Buy
+2,289
New +$192K 0.07% 166

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cornell Pochily Investment Advisors's SCHW Position: Q2 2026 in Review

Cornell Pochily Investment Advisors increased its Charles Schwab (SCHW) stake by 2.9% in Q2 2026, buying an estimated $6.66K and bringing the position to 2,580 shares worth $238K. The position accounts for 0.06% of the portfolio, ranked #172.

Cornell Pochily Investment Advisors first reported a position in SCHW in Q2 2025 and has held it in 5 quarters since. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Cornell Pochily Investment Advisors held 2,580 shares of Charles Schwab worth $238K as of Q2 2026.
  • Cornell Pochily Investment Advisors bought 73 Charles Schwab shares in Q2 2026, an estimated $6.66K.
  • Charles Schwab made up 0.06% of Cornell Pochily Investment Advisors's portfolio in Q2 2026, its #172 holding.
  • Cornell Pochily Investment Advisors first reported a position in Charles Schwab in Q2 2025 and has held it in 5 quarters since.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Cornell Pochily Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.