FFA
SCHW

Florida Financial Advisors’s Charles Schwab SCHW Stock Holding History

Florida Financial 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 		$397K Buy
4,221
+253
+6% +$24.8K 0.09% 198
2025
Q4 		$397K Buy
3,968
+64
+2% +$6.07K 0.11% 173
2025
Q3 		$373K Buy
3,904
+517
+15% +$49.1K 0.12% 176
2025
Q2 		$309K Buy
+3,387
New +$284K 0.1% 202

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

Florida Financial Advisors's SCHW Position: Q1 2026 in Review

Florida Financial Advisors increased its Charles Schwab (SCHW) stake by 6.4% in Q1 2026, buying an estimated $24.8K and bringing the position to 4,221 shares worth $397K. The position accounts for 0.09% of the portfolio, ranked #198.

Florida Financial Advisors first reported a position in SCHW in Q2 2025 and has held it in 4 quarters since. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Florida Financial Advisors held 4,221 shares of Charles Schwab worth $397K as of Q1 2026.
  • Florida Financial Advisors bought 253 Charles Schwab shares in Q1 2026, an estimated $24.8K.
  • Charles Schwab made up 0.09% of Florida Financial Advisors's portfolio in Q1 2026, its #198 holding.
  • Florida Financial Advisors first reported a position in Charles Schwab in Q2 2025 and has held it in 4 quarters since.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.