Fifth Third Wealth Advisors
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Fifth Third Wealth Advisors’s Charles Schwab SCHW Stock Holding History

Fifth Third 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
Q3 		$2.84M Buy
29,035
+1,695
+6% +$178K 0.08% 173
2026
Q2 		$2.52M Sell
27,340
-1,520
-5% -$139K 0.07% 179
2026
Q1 		$2.71M Buy
28,860
+3,342
+13% +$328K 0.09% 154
2025
Q4 		$2.55M Sell
25,518
-853
-3% -$80.9K 0.09% 145
2025
Q3 		$2.52M Buy
26,371
+347
+1% +$32.9K 0.09% 142
2025
Q2 		$2.37M Buy
26,024
+132
+0.5% +$11.1K 0.1% 140
2025
Q1 		$2.03M Buy
25,892
+7,475
+41% +$587K 0.11% 133
2024
Q4 		$1.36M Buy
18,417
+3,789
+26% +$284K 0.07% 171
2024
Q3 		$948K Sell
14,628
-1,045
-7% -$68.6K 0.06% 199
2024
Q2 		$1.15M Buy
+15,673
New +$1.16M 0.09% 152

Other funds holding SCHW

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Fifth Third Wealth Advisors's SCHW Position: Q3 2026 in Review

Fifth Third Wealth Advisors increased its Charles Schwab (SCHW) stake by 6.2% in Q3 2026, buying an estimated $178K and bringing the position to 29,035 shares worth $2.84M. The position accounts for 0.08% of the portfolio, ranked #173.

Fifth Third Wealth Advisors first reported a position in SCHW in Q2 2024 and has held it in 10 quarters since. 1,791 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

  • Fifth Third Wealth Advisors held 29,035 shares of Charles Schwab worth $2.84M as of Q3 2026.
  • Fifth Third Wealth Advisors bought 1,695 Charles Schwab shares in Q3 2026, an estimated $178K.
  • Charles Schwab made up 0.08% of Fifth Third Wealth Advisors's portfolio in Q3 2026, its #173 holding.
  • Fifth Third Wealth Advisors first reported a position in Charles Schwab in Q2 2024 and has held it in 10 quarters since.
  • 1,791 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.