FNWA
SCHW

Financial Network Wealth Advisors’s Charles Schwab SCHW Stock Holding History

Financial Network 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
Q1 		$15.1K Sell
161
-13
-7% -$1.27K 0.02% 422
2025
Q4 		$17.4K Hold
174
– – 0.02% 404
2025
Q3 		$16.6K Hold
174
– – 0.02% 390
2025
Q2 		$15.9K Buy
174
+1
+0.6% +$84 0.02% 384
2025
Q1 		$13.5K Buy
+173
New +$13.6K 0.02% 379
2024
Q4 		– Sell
-211
Closed -$13.7K – 783
2024
Q3 		$13.7K Buy
211
+154
+270% +$10.1K 0.01% 409
2024
Q2 		$3.75K Buy
+57
New +$4.21K ﹤0.01% 627

Other funds holding SCHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Financial Network Wealth Advisors's SCHW Position: Q1 2026 in Review

Financial Network Wealth Advisors reduced its Charles Schwab (SCHW) stake by 7.5% in Q1 2026, selling an estimated $1.27K and leaving 161 shares worth $15.1K. The position accounts for 0.02% of the portfolio, ranked #422.

Financial Network Wealth Advisors first reported a position in SCHW in Q2 2024 and has held it in 7 quarters since. The position peaked at $17.4K in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Financial Network Wealth Advisors held 161 shares of Charles Schwab worth $15.1K as of Q1 2026.
  • Financial Network Wealth Advisors sold 13 Charles Schwab shares in Q1 2026, an estimated $1.27K.
  • Charles Schwab made up 0.02% of Financial Network Wealth Advisors's portfolio in Q1 2026, its #422 holding.
  • Financial Network Wealth Advisors first reported a position in Charles Schwab in Q2 2024 and has held it in 7 quarters since.
  • Financial Network Wealth Advisors's Charles Schwab position peaked at $17.4K in Q4 2025.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.