DFA
SCHW

DHJJ Financial Advisors’s Charles Schwab SCHW Stock Holding History

DHJJ 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 		$1.9K Hold
20
– – ﹤0.01% 749
2025
Q4 		$2.02K Hold
20
– – ﹤0.01% 708
2025
Q3 		$1.93K Hold
20
– – ﹤0.01% 690
2025
Q2 		$1.84K Hold
20
– – ﹤0.01% 687
2025
Q1 		$1.58K Hold
20
– – ﹤0.01% 653
2024
Q4 		$1.5K Hold
20
– – ﹤0.01% 629
2024
Q3 		$1.31K Buy
20
+2
+11% +$131 ﹤0.01% 618
2024
Q2 		$1.34K Hold
18
– – ﹤0.01% 578
2024
Q1 		$1.32K Hold
18
– – ﹤0.01% 564
2023
Q4 		$1.25K Buy
18
+1
+6% +$58 ﹤0.01% 562
2023
Q3 		$945 Buy
+17
New +$1.03K ﹤0.01% 578

Other funds holding SCHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

DHJJ Financial Advisors held its Charles Schwab (SCHW) position steady in Q1 2026 at 20 shares worth $1.9K. The position accounts for ﹤0.01% of the portfolio, ranked #749.

DHJJ Financial Advisors first reported a position in SCHW in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.02K in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • DHJJ Financial Advisors held 20 shares of Charles Schwab worth $1.9K as of Q1 2026.
  • DHJJ Financial Advisors left its Charles Schwab share count unchanged in Q1 2026.
  • Charles Schwab made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #749 holding.
  • DHJJ Financial Advisors first reported a position in Charles Schwab in Q3 2023 and has held it in 11 quarters since.
  • DHJJ Financial Advisors's Charles Schwab position peaked at $2.02K in Q4 2025.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.