Financial Life Planners’s Charles Schwab SCHW Stock Holding History

Financial Life Planners’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	$57.9K	Buy	627 +2	+0.3%	+$182	0.04%	113
2026 Q1	$58.7K	Buy	+625	New	+$61.3K	0.05%	106
2025 Q4	–	Sell	-621	Closed	-$59.3K	–	278
2025 Q3	$59.3K	Buy	+621	New	+$58.9K	0.04%	113
2025 Q1	–	Sell	-615	Closed	-$45.5K	–	320
2024 Q4	$45.5K	Buy	+615	New	+$46K	0.04%	127

Other funds holding SCHW

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CapitalatWork SA Auderghem $3.99B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Financial Life Planners's SCHW Position: Q2 2026 in Review

Financial Life Planners increased its Charles Schwab (SCHW) stake by 0.32% in Q2 2026, buying an estimated $182 and bringing the position to 627 shares worth $57.9K. The position accounts for 0.04% of the portfolio, ranked #113.

Financial Life Planners first reported a position in SCHW in Q4 2024 and has held it in 4 quarters since. The position peaked at $59.3K in Q3 2025. 1,017 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Financial Life Planners held 627 shares of Charles Schwab worth $57.9K as of Q2 2026.
Financial Life Planners bought 2 Charles Schwab shares in Q2 2026, an estimated $182.
Charles Schwab made up 0.04% of Financial Life Planners's portfolio in Q2 2026, its #113 holding.
Financial Life Planners first reported a position in Charles Schwab in Q4 2024 and has held it in 4 quarters since.
Financial Life Planners's Charles Schwab position peaked at $59.3K in Q3 2025.
1,017 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.