CWS Financial Advisors’s Charles Schwab SCHW Stock Holding History

CWS Financial 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 Q1	$317K	Buy	3,376 +9	+0.3%	+$883	0.08%	116
2025 Q4	$336K	Buy	3,367 +7	+0.2%	+$664	0.09%	111
2025 Q3	$321K	Buy	3,360 +8	+0.2%	+$759	0.09%	112
2025 Q2	$306K	Hold	3,352	–	–	0.09%	108
2025 Q1	$262K	Hold	3,352	–	–	0.08%	111
2024 Q4	$248K	Hold	3,352	–	–	0.08%	109
2024 Q3	$217K	Hold	3,352	–	–	0.08%	112
2024 Q2	$247K	Buy	3,352 +1	+0%	+$74	0.1%	94
2024 Q1	$242K	Sell	3,351 -50	-1%	-$3.29K	0.1%	98
2023 Q4	$234K	Buy	+3,401	New	+$196K	0.09%	131
2023 Q1	–	Sell	-3,982	Closed	-$260K	–	159
2022 Q4	$260K	Buy	3,982 +471	+13%	+$36.6K	0.11%	115
2022 Q3	$252K	Buy	3,511 +98	+3%	+$6.8K	0.12%	114
2022 Q2	$216K	Sell	3,413 -8	-0.2%	-$552	0.1%	133
2022 Q1	$288K	Buy	3,421 +12	+0.4%	+$1.06K	0.11%	117
2021 Q4	$287K	Buy	+3,409	New	+$276K	0.1%	122
2021 Q2	$251K	Sell	3,442 -540	-14%	-$38.2K	0.1%	130
2021 Q1	$260K	Buy	3,982 +56	+1%	+$3.4K	0.11%	115
2020 Q4	$208K	Buy	+3,926	New	+$178K	0.12%	127

Other funds holding SCHW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

CWS Financial Advisors's SCHW Position: Q1 2026 in Review

CWS Financial Advisors increased its Charles Schwab (SCHW) stake by 0.27% in Q1 2026, buying an estimated $883 and bringing the position to 3,376 shares worth $317K. The position accounts for 0.08% of the portfolio, ranked #116.

CWS Financial Advisors first reported a position in SCHW in Q4 2020 and has held it in 18 quarters since. The position peaked at $336K in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

CWS Financial Advisors held 3,376 shares of Charles Schwab worth $317K as of Q1 2026.
CWS Financial Advisors bought 9 Charles Schwab shares in Q1 2026, an estimated $883.
Charles Schwab made up 0.08% of CWS Financial Advisors's portfolio in Q1 2026, its #116 holding.
CWS Financial Advisors first reported a position in Charles Schwab in Q4 2020 and has held it in 18 quarters since.
CWS Financial Advisors's Charles Schwab position peaked at $336K in Q4 2025.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.