CFS
SCHW

CRA Financial Services’s Charles Schwab SCHW Stock Holding History

CRA Financial Services’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 		$270K Buy
2,926
+71
+2% +$6.47K 0.03% 271
2026
Q1 		$268K Sell
2,855
-91
-3% -$8.93K 0.03% 254
2025
Q4 		$294K Buy
2,946
+3
+0.1% +$285 0.04% 236
2025
Q3 		$281K Buy
2,943
+49
+2% +$4.65K 0.04% 237
2025
Q2 		$264K Sell
2,894
-136
-4% -$11.4K 0.04% 231
2025
Q1 		$237K Sell
3,030
-400
-12% -$31.4K 0.04% 235
2024
Q4 		$254K Sell
3,430
-25
-0.7% -$1.87K 0.04% 219
2024
Q3 		$224K Buy
3,455
+190
+6% +$12.5K 0.04% 240
2024
Q2 		$241K Sell
3,265
-338
-9% -$25K 0.05% 213
2024
Q1 		$261K Hold
3,603
– – 0.06% 200
2023
Q4 		$248K Buy
+3,603
New +$208K 0.06% 189

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

CRA Financial Services's SCHW Position: Q2 2026 in Review

CRA Financial Services increased its Charles Schwab (SCHW) stake by 2.5% in Q2 2026, buying an estimated $6.47K and bringing the position to 2,926 shares worth $270K. The position accounts for 0.03% of the portfolio, ranked #271.

CRA Financial Services first reported a position in SCHW in Q4 2023 and has held it in 11 quarters since. The position peaked at $294K in Q4 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • CRA Financial Services held 2,926 shares of Charles Schwab worth $270K as of Q2 2026.
  • CRA Financial Services bought 71 Charles Schwab shares in Q2 2026, an estimated $6.47K.
  • Charles Schwab made up 0.03% of CRA Financial Services's portfolio in Q2 2026, its #271 holding.
  • CRA Financial Services first reported a position in Charles Schwab in Q4 2023 and has held it in 11 quarters since.
  • CRA Financial Services's Charles Schwab position peaked at $294K in Q4 2025.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.