FPAS
SCHW

Focus Partners Advisor Solutions’s Charles Schwab SCHW Stock Holding History

Focus Partners Advisor Solutions’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 		$2.61M Buy
28,312
+9,476
+50% +$864K 0.02% 313
2026
Q1 		$1.77M Buy
18,836
+3,332
+21% +$327K 0.02% 381
2025
Q4 		$1.55M Buy
15,504
+179
+1% +$17K 0.02% 374
2025
Q3 		$1.46M Buy
15,325
+3,339
+28% +$317K 0.02% 406
2025
Q2 		$1.09M Buy
11,986
+2,212
+23% +$185K 0.01% 416
2025
Q1 		$765K Buy
9,774
+5,039
+106% +$395K 0.01% 449
2024
Q4 		$350K Buy
+4,735
New +$354K 0.01% 563
2024
Q2 		– Sell
-3,046
Closed -$220K – 673
2024
Q1 		$220K Buy
+3,046
New +$201K 0.01% 554

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 Partners Advisor Solutions's SCHW Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its Charles Schwab (SCHW) stake by 50% in Q2 2026, buying an estimated $864K and bringing the position to 28,312 shares worth $2.61M. The position accounts for 0.02% of the portfolio, ranked #313.

Focus Partners Advisor Solutions first reported a position in SCHW in Q1 2024 and has held it in 8 quarters since. 2,307 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Focus Partners Advisor Solutions held 28,312 shares of Charles Schwab worth $2.61M as of Q2 2026.
  • Focus Partners Advisor Solutions bought 9,476 Charles Schwab shares in Q2 2026, an estimated $864K.
  • Charles Schwab made up 0.02% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #313 holding.
  • Focus Partners Advisor Solutions first reported a position in Charles Schwab in Q1 2024 and has held it in 8 quarters since.
  • 2,307 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.