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
Q2 		$17.5K Buy
190
+29
+18% +$2.65K 0.02% 419
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 $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 Network Wealth Advisors's SCHW Position: Q2 2026 in Review

Financial Network Wealth Advisors increased its Charles Schwab (SCHW) stake by 18% in Q2 2026, buying an estimated $2.65K and bringing the position to 190 shares worth $17.5K. The position accounts for 0.02% of the portfolio, ranked #419.

Financial Network Wealth Advisors first reported a position in SCHW in Q2 2024 and has held it in 8 quarters since. 2,311 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Financial Network Wealth Advisors held 190 shares of Charles Schwab worth $17.5K as of Q2 2026.
  • Financial Network Wealth Advisors bought 29 Charles Schwab shares in Q2 2026, an estimated $2.65K.
  • Charles Schwab made up 0.02% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #419 holding.
  • Financial Network Wealth Advisors first reported a position in Charles Schwab in Q2 2024 and has held it in 8 quarters since.
  • 2,311 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.