CA
SCHW

Crewe Advisors’s Charles Schwab SCHW Stock Holding History

Crewe 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 		$126K Buy
1,371
+212
+18% +$19.3K 0.01% 296
2026
Q1 		$109K Buy
1,159
+463
+67% +$45.4K 0.01% 280
2025
Q4 		$69.5K Buy
696
+12
+2% +$1.14K 0.01% 326
2025
Q3 		$65.3K Sell
684
-20
-3% -$1.9K 0.01% 344
2025
Q2 		$64.2K Buy
704
+44
+7% +$3.68K 0.01% 268
2025
Q1 		$51.7K Buy
660
+31
+5% +$2.43K 0.01% 269
2024
Q4 		$46.6K Sell
629
-232
-27% -$17.4K 0.01% 287
2024
Q3 		$55.8K Buy
861
+48
+6% +$3.15K 0.01% 288
2024
Q2 		$59.9K Buy
813
+534
+191% +$39.4K 0.01% 349
2024
Q1 		$20.2K Buy
+279
New +$18.4K ﹤0.01% 490
2023
Q3 		– Sell
-90
Closed -$5.1K – 861
2023
Q2 		$5.1K Sell
90
-115
-56% -$6.02K ﹤0.01% 460
2023
Q1 		$10.7K Sell
205
-171
-45% -$12.5K ﹤0.01% 538
2022
Q4 		$31.3K Sell
376
-487
-56% -$37.8K 0.01% 356
2022
Q3 		$62K Buy
863
+186
+27% +$12.9K 0.01% 291
2022
Q2 		$43K Buy
+677
New +$46.7K 0.01% 315

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

Crewe Advisors's SCHW Position: Q2 2026 in Review

Crewe Advisors increased its Charles Schwab (SCHW) stake by 18% in Q2 2026, buying an estimated $19.3K and bringing the position to 1,371 shares worth $126K. The position accounts for 0.01% of the portfolio, ranked #296.

Crewe Advisors first reported a position in SCHW in Q2 2022 and has held it in 15 quarters since. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Crewe Advisors held 1,371 shares of Charles Schwab worth $126K as of Q2 2026.
  • Crewe Advisors bought 212 Charles Schwab shares in Q2 2026, an estimated $19.3K.
  • Charles Schwab made up 0.01% of Crewe Advisors's portfolio in Q2 2026, its #296 holding.
  • Crewe Advisors first reported a position in Charles Schwab in Q2 2022 and has held it in 15 quarters since.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.