CA
SCHW

Crumly & Associates’s Charles Schwab SCHW Stock Holding History

Crumly & Associates’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 		$967K Buy
10,479
+115
+1% +$10.5K 0.19% 75
2026
Q1 		$974K Buy
10,364
+873
+9% +$85.6K 0.2% 73
2025
Q4 		$948K Buy
9,491
+189
+2% +$17.9K 0.2% 75
2025
Q3 		$888K Buy
9,302
+275
+3% +$26.1K 0.19% 74
2025
Q2 		$824K Sell
9,027
-183
-2% -$15.3K 0.2% 71
2025
Q1 		$721K Sell
9,210
-122
-1% -$9.57K 0.2% 73
2024
Q4 		$691K Sell
9,332
-93
-1% -$6.96K 0.19% 77
2024
Q3 		$611K Buy
9,425
+230
+3% +$15.1K 0.17% 84
2024
Q2 		$678K Sell
9,195
-22
-0.2% -$1.63K 0.2% 71
2024
Q1 		$667K Sell
9,217
-222
-2% -$14.6K 0.18% 73
2023
Q4 		$649K Sell
9,439
-1,539
-14% -$88.9K 0.19% 66
2023
Q3 		$603K Sell
10,978
-285
-3% -$17.2K 0.24% 60
2023
Q2 		$638K Sell
11,263
-2,858
-20% -$150K 0.26% 54
2023
Q1 		$740K Buy
14,121
+3,500
+33% +$256K 0.32% 53
2022
Q4 		$884K Buy
10,621
+2,610
+33% +$203K 0.33% 36
2022
Q3 		$576K Sell
8,011
-113
-1% -$7.84K 0.24% 53
2022
Q2 		$513K Sell
8,124
-3,471
-30% -$239K 0.21% 60
2022
Q1 		$978K Sell
11,595
-107
-0.9% -$9.41K 0.37% 47
2021
Q4 		$1.04M Sell
11,702
-828
-7% -$67K 0.41% 44
2021
Q3 		$913K Buy
12,530
+3,137
+33% +$224K 0.42% 43
2021
Q2 		$684K Buy
9,393
+4,146
+79% +$293K 0.33% 48
2021
Q1 		$342K Buy
5,247
+965
+23% +$58.5K 0.2% 66
2020
Q4 		$250K Buy
+4,282
New +$194K 0.18% 67

Other funds holding SCHW

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Crumly & Associates's SCHW Position: Q2 2026 in Review

Crumly & Associates increased its Charles Schwab (SCHW) stake by 1.1% in Q2 2026, buying an estimated $10.5K and bringing the position to 10,479 shares worth $967K. The position accounts for 0.19% of the portfolio, ranked #75.

Crumly & Associates first reported a position in SCHW in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.04M in Q4 2021. 616 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Crumly & Associates held 10,479 shares of Charles Schwab worth $967K as of Q2 2026.
  • Crumly & Associates bought 115 Charles Schwab shares in Q2 2026, an estimated $10.5K.
  • Charles Schwab made up 0.19% of Crumly & Associates's portfolio in Q2 2026, its #75 holding.
  • Crumly & Associates first reported a position in Charles Schwab in Q4 2020 and has held it in 23 quarters since.
  • Crumly & Associates's Charles Schwab position peaked at $1.04M in Q4 2021.
  • 616 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.