Fedenia Advisers’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHW
Fedenia Advisers's SCHW Position: Q2 2026 in Review
Fedenia Advisers opened a new position in Charles Schwab (SCHW) in Q2 2026: 1,170 shares worth $108K. The stake represents 0.03% of the portfolio and ranks #168 among its holdings. This is a return to the name: Fedenia Advisers previously reported a position in SCHW as recently as Q2 2025.
Fedenia Advisers first reported a position in SCHW in Q4 2024 and has held it in 3 quarters since. The position peaked at $219K in Q2 2025. 2,311 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.
- Fedenia Advisers held 1,170 shares of Charles Schwab worth $108K as of Q2 2026.
- Charles Schwab was a new Fedenia Advisers position in Q2 2026.
- Charles Schwab made up 0.03% of Fedenia Advisers's portfolio in Q2 2026, its #168 holding.
- Fedenia Advisers first reported a position in Charles Schwab in Q4 2024 and has held it in 3 quarters since.
- Fedenia Advisers's Charles Schwab position peaked at $219K in Q2 2025.
- 2,311 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.
Based on Fedenia Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.