EA
SCHW

Everpar Advisors’s Charles Schwab SCHW Stock Holding History

Everpar 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
Q2 		$422K Buy
4,568
+39
+0.9% +$3.56K 0.12% 160
2026
Q1 		$426K Buy
4,529
+804
+22% +$78.9K 0.15% 150
2025
Q4 		$372K Buy
3,725
+382
+11% +$36.2K 0.14% 161
2025
Q3 		$319K Buy
3,343
+75
+2% +$7.12K 0.13% 193
2025
Q2 		$298K Buy
3,268
+251
+8% +$21K 0.14% 203
2025
Q1 		$236K Buy
+3,017
New +$237K 0.13% 228
2024
Q3 		– Sell
-2,897
Closed -$213K – 281
2024
Q2 		$213K Buy
+2,897
New +$214K 0.11% 244

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

Everpar Advisors's SCHW Position: Q2 2026 in Review

Everpar Advisors increased its Charles Schwab (SCHW) stake by 0.86% in Q2 2026, buying an estimated $3.56K and bringing the position to 4,568 shares worth $422K. The position accounts for 0.12% of the portfolio, ranked #160.

Everpar Advisors first reported a position in SCHW in Q2 2024 and has held it in 7 quarters since. The position peaked at $426K in Q1 2026. 384 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Everpar Advisors held 4,568 shares of Charles Schwab worth $422K as of Q2 2026.
  • Everpar Advisors bought 39 Charles Schwab shares in Q2 2026, an estimated $3.56K.
  • Charles Schwab made up 0.12% of Everpar Advisors's portfolio in Q2 2026, its #160 holding.
  • Everpar Advisors first reported a position in Charles Schwab in Q2 2024 and has held it in 7 quarters since.
  • Everpar Advisors's Charles Schwab position peaked at $426K in Q1 2026.
  • 384 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.