DFA
SCHW

DHK Financial Advisors’s Charles Schwab SCHW Stock Holding History

DHK 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
2025
Q2 		$236K Buy
2,584
+2
+0.1% +$167 0.14% 86
2025
Q1 		$202K Buy
+2,582
New +$203K 0.11% 87

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DHK Financial Advisors's SCHW Position: Q2 2025 in Review

DHK Financial Advisors increased its Charles Schwab (SCHW) stake by 0.08% in Q2 2025, buying an estimated $167 and bringing the position to 2,584 shares worth $236K. The position accounts for 0.14% of the portfolio, ranked #86.

DHK Financial Advisors first reported a position in SCHW in Q1 2025 and has held it in 2 quarters since. 2,143 funds tracked by Wall St. Rank hold SCHW as of Q2 2025.

  • DHK Financial Advisors held 2,584 shares of Charles Schwab worth $236K as of Q2 2025.
  • DHK Financial Advisors bought 2 Charles Schwab shares in Q2 2025, an estimated $167.
  • Charles Schwab made up 0.14% of DHK Financial Advisors's portfolio in Q2 2025, its #86 holding.
  • DHK Financial Advisors first reported a position in Charles Schwab in Q1 2025 and has held it in 2 quarters since.
  • 2,143 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2025.

Based on DHK Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.