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Summit Investment Advisors, Inc.\KS’s Charles Schwab SCHW Stock Holding History

Summit Investment Advisors, Inc.\KS’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
Q3 		$813K Sell
8,320
-94
-1% -$9.9K 0.37% 39
2026
Q2 		$776K Buy
8,414
+7
+0.1% +$638 0.35% 39
2026
Q1 		$790K Sell
8,407
-339
-4% -$33.2K 0.4% 38
2025
Q4 		$874K Buy
+8,746
New +$830K 0.47% 35

Other funds holding SCHW

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Summit Investment Advisors, Inc.\KS's SCHW Position: Q3 2026 in Review

Summit Investment Advisors, Inc.\KS reduced its Charles Schwab (SCHW) stake by 1.1% in Q3 2026, selling an estimated $9.9K and leaving 8,320 shares worth $813K. The position accounts for 0.37% of the portfolio, ranked #39.

Summit Investment Advisors, Inc.\KS first reported a position in SCHW in Q4 2025 and has held it in 4 quarters since. The position peaked at $874K in Q4 2025. 2,052 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

  • Summit Investment Advisors, Inc.\KS held 8,320 shares of Charles Schwab worth $813K as of Q3 2026.
  • Summit Investment Advisors, Inc.\KS sold 94 Charles Schwab shares in Q3 2026, an estimated $9.9K.
  • Charles Schwab made up 0.37% of Summit Investment Advisors, Inc.\KS's portfolio in Q3 2026, its #39 holding.
  • Summit Investment Advisors, Inc.\KS first reported a position in Charles Schwab in Q4 2025 and has held it in 4 quarters since.
  • Summit Investment Advisors, Inc.\KS's Charles Schwab position peaked at $874K in Q4 2025.
  • 2,052 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on Summit Investment Advisors, Inc.\KS's 13F filing for Q3 2026, filed 5 Nov 2026.