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
Q2 		$344K Sell
3,723
-498
-12% -$45.4K 0.06% 248
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 $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

Florida Financial Advisors's SCHW Position: Q2 2026 in Review

Florida Financial Advisors reduced its Charles Schwab (SCHW) stake by 12% in Q2 2026, selling an estimated $45.4K and leaving 3,723 shares worth $344K. The position accounts for 0.06% of the portfolio, ranked #248.

Florida Financial Advisors first reported a position in SCHW in Q2 2025 and has held it in 5 quarters since. The position peaked at $397K in Q1 2026. 2,311 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Florida Financial Advisors held 3,723 shares of Charles Schwab worth $344K as of Q2 2026.
  • Florida Financial Advisors sold 498 Charles Schwab shares in Q2 2026, an estimated $45.4K.
  • Charles Schwab made up 0.06% of Florida Financial Advisors's portfolio in Q2 2026, its #248 holding.
  • Florida Financial Advisors first reported a position in Charles Schwab in Q2 2025 and has held it in 5 quarters since.
  • Florida Financial Advisors's Charles Schwab position peaked at $397K in Q1 2026.
  • 2,311 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.