FAP
SCHW

Financial Advisory Partners’s Charles Schwab SCHW Stock Holding History

Financial Advisory Partners’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 		$3.13M Sell
33,906
-135
-0.4% -$12.3K 0.82% 40
2026
Q1 		$3.2M Buy
+34,041
New +$3.34M 0.9% 40

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

Financial Advisory Partners's SCHW Position: Q2 2026 in Review

Financial Advisory Partners reduced its Charles Schwab (SCHW) stake by 0.4% in Q2 2026, selling an estimated $12.3K and leaving 33,906 shares worth $3.13M. The position accounts for 0.82% of the portfolio, ranked #40.

Financial Advisory Partners first reported a position in SCHW in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.2M in Q1 2026. 2,295 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Financial Advisory Partners held 33,906 shares of Charles Schwab worth $3.13M as of Q2 2026.
  • Financial Advisory Partners sold 135 Charles Schwab shares in Q2 2026, an estimated $12.3K.
  • Charles Schwab made up 0.82% of Financial Advisory Partners's portfolio in Q2 2026, its #40 holding.
  • Financial Advisory Partners first reported a position in Charles Schwab in Q1 2026 and has held it in 2 quarters since.
  • Financial Advisory Partners's Charles Schwab position peaked at $3.2M in Q1 2026.
  • 2,295 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Financial Advisory Partners's 13F filing for Q2 2026, filed 20 Jul 2026.