EFMC
SCHW

Empire Financial Management Company’s Charles Schwab SCHW Stock Holding History

Empire Financial Management Company’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 		– Sell
-5,000
Closed -$470K – 203
2026
Q1 		$470K Buy
+5,000
New +$490K 0.11% 161

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Geode Capital Management
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Franklin Resources
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Empire Financial Management Company's SCHW Position: Q2 2026 in Review

Empire Financial Management Company sold out of Charles Schwab (SCHW) in Q2 2026, closing a stake of 5,000 shares — an estimated $470K sold.

Empire Financial Management Company first reported a position in SCHW in Q1 2026 and held it in 1 quarter. The position peaked at $470K in Q1 2026. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Empire Financial Management Company reported no remaining Charles Schwab position as of Q2 2026 after selling out during the quarter.
  • Empire Financial Management Company sold 5,000 Charles Schwab shares in Q2 2026, an estimated $470K.
  • Empire Financial Management Company first reported a position in Charles Schwab in Q1 2026 and held it in 1 quarter.
  • Empire Financial Management Company's Charles Schwab position peaked at $470K in Q1 2026.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Empire Financial Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.