First Affirmative Financial Network’s Charles Schwab SCHW Stock Holding History

First Affirmative Financial Network’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	$228K	Buy	+2,423	New	+$238K	0.09%	265
2025 Q3	$250K	Sell	2,615 -15	-0.6%	-$1.42K	0.12%	220
2025 Q2	$240K	Sell	2,630 -34	-1%	-$2.85K	0.12%	221
2025 Q1	$209K	Sell	2,664 -447	-14%	-$35.1K	0.13%	226
2024 Q4	$230K	Sell	3,111 -108	-3%	-$8.08K	0.13%	211
2024 Q3	$209K	Sell	3,219 -200	-6%	-$13.1K	0.11%	246
2024 Q2	$252K	Sell	3,419 -85	-2%	-$6.28K	0.17%	182
2024 Q1	$253K	Sell	3,504 -138	-4%	-$9.09K	0.19%	180
2023 Q4	$251K	Buy	+3,642	New	+$210K	0.2%	174
2023 Q1	–	Sell	-2,432	Closed	-$202K	–	174
2022 Q4	$202K	Sell	2,432 -840	-26%	-$65.2K	0.25%	137
2022 Q3	$235K	Sell	3,272 -954	-23%	-$66.2K	0.3%	101
2022 Q2	$267K	Sell	4,226 -356	-8%	-$24.6K	0.3%	99
2022 Q1	$386K	Buy	4,582 +268	+6%	+$23.6K	0.37%	77
2021 Q4	$363K	Buy	4,314 +363	+9%	+$29.4K	0.33%	87
2021 Q3	$288K	Buy	+3,951	New	+$282K	0.3%	97

Other funds holding SCHW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

First Affirmative Financial Network's SCHW Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in Charles Schwab (SCHW) in Q1 2026: 2,423 shares worth $228K. The stake represents 0.09% of the portfolio and ranks #265 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in SCHW as recently as Q3 2025.

First Affirmative Financial Network first reported a position in SCHW in Q3 2021 and has held it in 15 quarters since. The position peaked at $386K in Q1 2022. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

First Affirmative Financial Network held 2,423 shares of Charles Schwab worth $228K as of Q1 2026.
Charles Schwab was a new First Affirmative Financial Network position in Q1 2026.
Charles Schwab made up 0.09% of First Affirmative Financial Network's portfolio in Q1 2026, its #265 holding.
First Affirmative Financial Network first reported a position in Charles Schwab in Q3 2021 and has held it in 15 quarters since.
First Affirmative Financial Network's Charles Schwab position peaked at $386K in Q1 2022.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.