EFG
SCHW

Everest Financial Group’s Charles Schwab SCHW Stock Holding History

Everest Financial Group’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 		$1.42M Sell
15,442
-48
-0.3% -$4.38K 0.19% 75
2026
Q1 		$1.46M Sell
15,490
-19
-0.1% -$1.86K 0.24% 70
2025
Q4 		$1.55M Buy
+15,509
New +$1.47M 0.35% 37

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Everest Financial Group's SCHW Position: Q2 2026 in Review

Everest Financial Group reduced its Charles Schwab (SCHW) stake by 0.31% in Q2 2026, selling an estimated $4.38K and leaving 15,442 shares worth $1.42M. The position accounts for 0.19% of the portfolio, ranked #75.

Everest Financial Group first reported a position in SCHW in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.55M in Q4 2025. 2,289 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Everest Financial Group held 15,442 shares of Charles Schwab worth $1.42M as of Q2 2026.
  • Everest Financial Group sold 48 Charles Schwab shares in Q2 2026, an estimated $4.38K.
  • Charles Schwab made up 0.19% of Everest Financial Group's portfolio in Q2 2026, its #75 holding.
  • Everest Financial Group first reported a position in Charles Schwab in Q4 2025 and has held it in 3 quarters since.
  • Everest Financial Group's Charles Schwab position peaked at $1.55M in Q4 2025.
  • 2,289 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.