CFO
SCHW

CVA Family Office’s Charles Schwab SCHW Stock Holding History

CVA Family Office’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 		$758K Sell
8,211
-133
-2% -$12.1K 0.07% 157
2026
Q1 		$784K Buy
8,344
+615
+8% +$60.3K 0.08% 132
2025
Q4 		$772K Sell
7,729
-46
-0.6% -$4.36K 0.09% 121
2025
Q3 		$742K Buy
7,775
+1
+0% +$95 0.1% 127
2025
Q2 		$709K Buy
7,774
+216
+3% +$18.1K 0.1% 126
2025
Q1 		$592K Buy
7,558
+223
+3% +$17.5K 0.09% 143
2024
Q4 		$543K Buy
7,335
+6,739
+1,131% +$504K 0.09% 149
2024
Q3 		$38.7K Sell
596
-24
-4% -$1.58K 0.01% 548
2024
Q2 		$45.7K Buy
620
+43
+7% +$3.18K 0.01% 512
2024
Q1 		$41.8K Sell
577
-33
-5% -$2.17K 0.01% 521
2023
Q4 		$41.9K Buy
+610
New +$35.2K 0.01% 507
2023
Q3 		– Sell
-563
Closed -$31.9K – 810
2023
Q2 		$31.9K Sell
563
-164
-23% -$8.59K 0.01% 535
2023
Q1 		$38.1K Buy
727
+89
+14% +$6.52K 0.01% 487
2022
Q4 		$53.1K Buy
638
+135
+27% +$10.5K 0.01% 403
2022
Q3 		$36K Hold
503
– – 0.01% 437
2022
Q2 		$32K Buy
503
+1
+0.2% +$69 0.01% 453
2022
Q1 		$42K Hold
502
– – 0.01% 434
2021
Q4 		$42K Buy
502
+38
+8% +$3.07K 0.01% 387
2021
Q3 		$17K Sell
464
-406
-47% -$29K 0.01% 273
2021
Q2 		$63K Sell
870
-820
-49% -$58K 0.02% 327
2021
Q1 		$110K Buy
1,690
+1,226
+264% +$74.3K 0.04% 167
2020
Q4 		$25K Hold
464
– – 0.02% 254
2020
Q3 		$17K Buy
464
+1
+0.2% +$35 0.01% 273
2020
Q2 		$16K Buy
463
+1
+0.2% +$36 0.01% 234
2020
Q1 		$16K Buy
+462
New +$19.4K 0.02% 212

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

CVA Family Office's SCHW Position: Q2 2026 in Review

CVA Family Office reduced its Charles Schwab (SCHW) stake by 1.6% in Q2 2026, selling an estimated $12.1K and leaving 8,211 shares worth $758K. The position accounts for 0.07% of the portfolio, ranked #157.

CVA Family Office first reported a position in SCHW in Q1 2020 and has held it in 25 quarters since. The position peaked at $784K in Q1 2026. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • CVA Family Office held 8,211 shares of Charles Schwab worth $758K as of Q2 2026.
  • CVA Family Office sold 133 Charles Schwab shares in Q2 2026, an estimated $12.1K.
  • Charles Schwab made up 0.07% of CVA Family Office's portfolio in Q2 2026, its #157 holding.
  • CVA Family Office first reported a position in Charles Schwab in Q1 2020 and has held it in 25 quarters since.
  • CVA Family Office's Charles Schwab position peaked at $784K in Q1 2026.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.