EFG
SCHW

Everhart Financial Group’s Charles Schwab SCHW Stock Holding History

Everhart 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 		$1.28M Sell
13,894
-191
-1% -$17.4K 0.08% 129
2026
Q1 		$1.32M Buy
14,085
+1,873
+15% +$184K 0.11% 123
2025
Q4 		$1.22M Buy
12,212
+525
+4% +$49.8K 0.11% 126
2025
Q3 		$1.12M Buy
11,687
+2,504
+27% +$238K 0.11% 127
2025
Q2 		$838K Buy
9,183
+1,142
+14% +$95.6K 0.1% 146
2025
Q1 		$629K Buy
8,041
+1,502
+23% +$118K 0.09% 166
2024
Q4 		$484K Buy
6,539
+1,050
+19% +$78.6K 0.1% 198
2024
Q3 		$356K Sell
5,489
-919
-14% -$60.4K 0.08% 237
2024
Q2 		$472K Buy
6,408
+1,201
+23% +$88.7K 0.12% 167
2024
Q1 		$377K Buy
5,207
+1,217
+31% +$80.1K 0.11% 188
2023
Q4 		$275K Sell
3,990
-889
-18% -$51.3K 0.1% 195
2023
Q3 		$268K Buy
+4,879
New +$295K 0.11% 166
2023
Q1 		– Sell
-3,385
Closed -$282K – 210
2022
Q4 		$282K Sell
3,385
-1,575
-32% -$122K 0.14% 129
2022
Q3 		$357K Buy
4,960
+1,312
+36% +$91.1K 0.2% 102
2022
Q2 		$231K Buy
+3,648
New +$252K 0.14% 152

Other funds holding SCHW

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

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

Everhart Financial Group reduced its Charles Schwab (SCHW) stake by 1.4% in Q2 2026, selling an estimated $17.4K and leaving 13,894 shares worth $1.28M. The position accounts for 0.08% of the portfolio, ranked #129.

Everhart Financial Group first reported a position in SCHW in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.32M in Q1 2026. 428 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Everhart Financial Group held 13,894 shares of Charles Schwab worth $1.28M as of Q2 2026.
  • Everhart Financial Group sold 191 Charles Schwab shares in Q2 2026, an estimated $17.4K.
  • Charles Schwab made up 0.08% of Everhart Financial Group's portfolio in Q2 2026, its #129 holding.
  • Everhart Financial Group first reported a position in Charles Schwab in Q2 2022 and has held it in 15 quarters since.
  • Everhart Financial Group's Charles Schwab position peaked at $1.32M in Q1 2026.
  • 428 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.