EWA
SCHW

EverSource Wealth Advisors’s Charles Schwab SCHW Stock Holding History

EverSource Wealth 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 		$1.4M Sell
15,136
-2,707
-15% -$247K 0.05% 284
2026
Q1 		$1.68M Buy
17,843
+1,351
+8% +$132K 0.05% 253
2025
Q4 		$1.65M Sell
16,492
-385
-2% -$36.5K 0.06% 227
2025
Q3 		$1.61M Buy
16,877
+326
+2% +$30.9K 0.06% 208
2025
Q2 		$1.51M Buy
16,551
+3,814
+30% +$319K 0.07% 203
2025
Q1 		$997K Sell
12,737
-10,280
-45% -$807K 0.05% 246
2024
Q4 		$1.7M Buy
23,017
+313
+1% +$23.4K 0.1% 165
2024
Q3 		$1.47M Buy
22,704
+2,351
+12% +$154K 0.09% 169
2024
Q2 		$1.33M Sell
20,353
-2,576
-11% -$190K 0.09% 177
2024
Q1 		$1.7M Buy
22,929
+2,767
+14% +$182K 0.13% 134
2023
Q4 		$1.39M Buy
20,162
+658
+3% +$38K 0.13% 143
2023
Q3 		$1.07M Sell
19,504
-17
-0.1% -$1.03K 0.11% 152
2023
Q2 		$1.11M Buy
19,521
+15,585
+396% +$816K 0.12% 150
2023
Q1 		$206K Buy
3,936
+2
+0.1% +$146 0.03% 365
2022
Q4 		$328K Buy
3,934
+458
+13% +$35.5K 0.05% 265
2022
Q3 		$250K Buy
3,476
+571
+20% +$39.6K 0.06% 265
2022
Q2 		$183K Buy
2,905
+1,220
+72% +$84.1K 0.05% 271
2022
Q1 		$142K Buy
1,685
+506
+43% +$44.5K 0.04% 288
2021
Q4 		$99K Buy
+1,179
New +$95.4K 0.03% 310

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

EverSource Wealth Advisors's SCHW Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Charles Schwab (SCHW) stake by 15% in Q2 2026, selling an estimated $247K and leaving 15,136 shares worth $1.4M. The position accounts for 0.05% of the portfolio, ranked #284.

EverSource Wealth Advisors first reported a position in SCHW in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.7M in Q4 2024. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • EverSource Wealth Advisors held 15,136 shares of Charles Schwab worth $1.4M as of Q2 2026.
  • EverSource Wealth Advisors sold 2,707 Charles Schwab shares in Q2 2026, an estimated $247K.
  • Charles Schwab made up 0.05% of EverSource Wealth Advisors's portfolio in Q2 2026, its #284 holding.
  • EverSource Wealth Advisors first reported a position in Charles Schwab in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Charles Schwab position peaked at $1.7M in Q4 2024.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.