FFA
SCHW

First Foundation Advisors’s Charles Schwab SCHW Stock Holding History

First Foundation 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 		$18.4M Buy
195,410
+2,574
+1% +$252K 0.74% 23
2025
Q4 		$19.3M Sell
192,836
-3,411
-2% -$324K 0.73% 25
2025
Q3 		$18.7M Sell
196,247
-15,001
-7% -$1.42M 0.69% 27
2025
Q2 		$19.3M Sell
211,248
-10,178
-5% -$852K 0.71% 31
2025
Q1 		$17.3M Sell
221,426
-22,944
-9% -$1.8M 0.71% 33
2024
Q4 		$18.1M Sell
244,370
-38,460
-14% -$2.88M 0.68% 31
2024
Q3 		$18.3M Sell
282,830
-21,090
-7% -$1.39M 0.69% 33
2024
Q2 		$22.4M Sell
303,920
-2,783
-0.9% -$206K 0.86% 28
2024
Q1 		$22.2M Sell
306,703
-49,421
-14% -$3.25M 0.89% 26
2023
Q4 		$24.5M Sell
356,124
-16,067
-4% -$928K 1.12% 19
2023
Q3 		$20.4M Sell
372,191
-56,839
-13% -$3.44M 0.95% 22
2023
Q2 		$24.3M Sell
429,030
-3,305
-0.8% -$173K 1.05% 19
2023
Q1 		$22.6M Buy
432,335
+94,541
+28% +$6.92M 1.04% 22
2022
Q4 		$28.1M Sell
337,794
-2,378
-0.7% -$185K 1.35% 19
2022
Q3 		$24.4M Sell
340,172
-3,117
-0.9% -$216K 1.2% 23
2022
Q2 		$21.7M Buy
343,289
+83,341
+32% +$5.75M 0.96% 29
2022
Q1 		$21.9M Sell
259,948
-2,088
-0.8% -$184K 0.79% 33
2021
Q4 		$22M Sell
262,036
-9,803
-4% -$793K 0.76% 37
2021
Q3 		$19.8M Buy
271,839
+13,292
+5% +$949K 0.74% 34
2021
Q2 		$18.8M Buy
258,547
+6,069
+2% +$429K 0.72% 37
2021
Q1 		$16.5M Sell
252,478
-79,257
-24% -$4.81M 0.71% 41
2020
Q4 		$17.6M Buy
331,735
+33,142
+11% +$1.5M 0.78% 33
2020
Q3 		$10.8M Buy
298,593
+254,309
+574% +$8.85M 0.5% 43
2020
Q2 		$1.49M Sell
44,284
-4,376
-9% -$157K 0.08% 136
2020
Q1 		$1.64M Buy
48,660
+3,804
+8% +$160K 0.1% 120
2019
Q4 		$2.13M Buy
44,856
+1,381
+3% +$60.9K 0.11% 127
2019
Q3 		$1.82M Sell
43,475
-4,300
-9% -$174K 0.1% 126
2019
Q2 		$1.92M Sell
47,775
-1,644
-3% -$71.6K 0.11% 120
2019
Q1 		$2.11M Buy
49,419
+571
+1% +$25.8K 0.13% 111
2018
Q4 		$2.03M Buy
48,848
+26
+0.1% +$1.18K 0.13% 107
2018
Q3 		$2.4M Buy
48,822
+135
+0.3% +$6.89K 0.13% 98
2018
Q2 		$2.49M Sell
48,687
-297
-0.6% -$16.5K 0.15% 92
2018
Q1 		$2.56M Sell
48,984
-265
-0.5% -$14.2K 0.14% 94
2017
Q4 		$2.53M Buy
49,249
+34
+0.1% +$1.6K 0.14% 97
2017
Q3 		$2.15M Buy
49,215
+4,050
+9% +$168K 0.12% 97
2017
Q2 		$1.94M Buy
45,165
+30
+0.1% +$1.2K 0.11% 110
2017
Q1 		$1.84M Sell
45,135
-61
-0.1% -$2.52K 0.11% 104
2016
Q4 		$1.78M Buy
45,196
+243
+0.5% +$8.68K 0.12% 112
2016
Q3 		$1.42M Sell
44,953
-117
-0.3% -$3.43K 0.1% 117
2016
Q2 		$1.14M Sell
45,070
-33,199
-42% -$944K 0.08% 119
2016
Q1 		$2.19M Buy
78,269
+33,879
+76% +$894K 0.16% 84
2015
Q4 		$1.46M Buy
+44,390
New +$1.4M 0.1% 108

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

First Foundation Advisors's SCHW Position: Q1 2026 in Review

First Foundation Advisors increased its Charles Schwab (SCHW) stake by 1.3% in Q1 2026, buying an estimated $252K and bringing the position to 195,410 shares worth $18.4M. The position accounts for 0.74% of the portfolio, ranked #23.

First Foundation Advisors first reported a position in SCHW in Q4 2015 and has held it in 42 quarters since. The position peaked at $28.1M in Q4 2022. 2,321 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • First Foundation Advisors held 195,410 shares of Charles Schwab worth $18.4M as of Q1 2026.
  • First Foundation Advisors bought 2,574 Charles Schwab shares in Q1 2026, an estimated $252K.
  • Charles Schwab made up 0.74% of First Foundation Advisors's portfolio in Q1 2026, its #23 holding.
  • First Foundation Advisors first reported a position in Charles Schwab in Q4 2015 and has held it in 42 quarters since.
  • First Foundation Advisors's Charles Schwab position peaked at $28.1M in Q4 2022.
  • 2,321 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.