FFN
SCHW

Focus Financial Network’s Charles Schwab SCHW Stock Holding History

Focus 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
Q2 		$1.68M Buy
18,180
+2,503
+16% +$228K 0.05% 266
2026
Q1 		$1.47M Sell
15,677
-1,085
-6% -$106K 0.05% 257
2025
Q4 		$1.67M Sell
16,762
-2,087
-11% -$198K 0.06% 238
2025
Q3 		$1.8M Sell
18,849
-403
-2% -$38.3K 0.06% 227
2025
Q2 		$1.76M Buy
19,252
+212
+1% +$17.8K 0.07% 205
2025
Q1 		$1.49M Buy
19,040
+518
+3% +$40.7K 0.06% 225
2024
Q4 		$1.37M Sell
18,522
-1,394
-7% -$104K 0.05% 231
2024
Q3 		$1.29M Sell
19,916
-1,028
-5% -$67.5K 0.05% 242
2024
Q2 		$1.34M Sell
20,944
-3,329
-14% -$246K 0.06% 227
2024
Q1 		$1.77M Sell
24,273
-14,237
-37% -$938K 0.09% 178
2023
Q4 		$2.65M Sell
38,510
-32,610
-46% -$1.88M 0.1% 174
2023
Q3 		$3.9M Buy
71,120
+2,478
+4% +$150K 0.22% 92
2023
Q2 		$3.89M Buy
68,642
+22,536
+49% +$1.18M 0.22% 96
2023
Q1 		$2.42M Buy
46,106
+39,223
+570% +$2.87M 0.15% 128
2022
Q4 		$573K Buy
6,883
+56
+0.8% +$4.35K 0.05% 265
2022
Q3 		$491K Buy
6,827
+126
+2% +$8.75K 0.04% 285
2022
Q2 		$423K Sell
6,701
-133
-2% -$9.17K 0.04% 312
2022
Q1 		$576K Sell
6,834
-2,597
-28% -$228K 0.04% 279
2021
Q4 		$793K Buy
9,431
+169
+2% +$13.7K 0.12% 157
2021
Q3 		$675K Hold
9,262
– – 0.09% 205
2021
Q2 		$674K Sell
9,262
-40
-0.4% -$2.83K 0.09% 209
2021
Q1 		$606K Buy
9,302
+2,733
+42% +$166K 0.07% 220
2020
Q4 		$348K Sell
6,569
-1,965
-23% -$89K 0.03% 322
2020
Q3 		$309K Buy
8,534
+1,378
+19% +$47.9K 0.03% 332
2020
Q2 		$241K Sell
7,156
-1,053
-13% -$37.7K 0.03% 344
2020
Q1 		$276K Sell
8,209
-21
-0.3% -$881 0.04% 287
2019
Q4 		$391K Sell
8,230
-1,666
-17% -$73.4K 0.05% 270
2019
Q3 		$414K Buy
9,896
+656
+7% +$26.5K 0.06% 255
2019
Q2 		$371K Buy
9,240
+1,035
+13% +$45.1K 0.06% 252
2019
Q1 		$351K Buy
+8,205
New +$370K 0.06% 248

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

Focus Financial Network's SCHW Position: Q2 2026 in Review

Focus Financial Network increased its Charles Schwab (SCHW) stake by 16% in Q2 2026, buying an estimated $228K and bringing the position to 18,180 shares worth $1.68M. The position accounts for 0.05% of the portfolio, ranked #266.

Focus Financial Network first reported a position in SCHW in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.9M in Q3 2023. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Focus Financial Network held 18,180 shares of Charles Schwab worth $1.68M as of Q2 2026.
  • Focus Financial Network bought 2,503 Charles Schwab shares in Q2 2026, an estimated $228K.
  • Charles Schwab made up 0.05% of Focus Financial Network's portfolio in Q2 2026, its #266 holding.
  • Focus Financial Network first reported a position in Charles Schwab in Q1 2019 and has held it in 30 quarters since.
  • Focus Financial Network's Charles Schwab position peaked at $3.9M in Q3 2023.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.