Financial Gravity Asset Management’s Charles Schwab SCHW Stock Holding History

Financial Gravity Asset Management’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
2025 Q4	–	Sell	-77	Closed	-$7.39K	–	904
2025 Q3	$7.39K	Buy	+77	New	+$7.31K	﹤0.01%	620
2025 Q1	$10.2K	Buy	+130	New	+$10.2K	﹤0.01%	601
2021 Q3	$73K	Sell	96 -125	-57%	-$8.93K	0.03%	448
2021 Q2	$82K	Buy	+221	New	+$15.6K	0.03%	412
2020 Q4	$19K	Buy	+346	New	+$15.7K	0.02%	134
2019 Q4	$183K	Sell	2,904 -653	-18%	-$28.8K	0.13%	130
2019 Q3	$149K	Sell	3,557 -2,014	-36%	-$81.3K	0.13%	150
2019 Q2	$224K	Buy	5,571 +4,234	+317%	+$185K	0.18%	129
2019 Q1	$59K	Buy	+1,337	New	+$60.4K	0.05%	277
2018 Q3	$0	Sell	8 -1,141	-99%	-$58.3K	﹤0.01%	1585
2018 Q2	$58K	Buy	1,149 +1,128	+5,371%	+$62.5K	0.05%	293
2018 Q1	$1K	Buy	+21	New	+$1.13K	﹤0.01%	1240

Other funds holding SCHW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Financial Gravity Asset Management's SCHW Position: Q4 2025 in Review

Financial Gravity Asset Management sold out of Charles Schwab (SCHW) in Q4 2025, closing a stake of 77 shares — an estimated $7.39K sold.

Financial Gravity Asset Management first reported a position in SCHW in Q1 2018 and held it in 12 quarters. The position peaked at $224K in Q2 2019. 2,326 funds tracked by Wall St. Rank hold SCHW as of Q4 2025.

Financial Gravity Asset Management reported no remaining Charles Schwab position as of Q4 2025 after selling out during the quarter.
Financial Gravity Asset Management sold 77 Charles Schwab shares in Q4 2025, an estimated $7.39K.
Financial Gravity Asset Management first reported a position in Charles Schwab in Q1 2018 and held it in 12 quarters.
Financial Gravity Asset Management's Charles Schwab position peaked at $224K in Q2 2019.
2,326 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2025.

Based on Financial Gravity Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.