FCMA
SCHW

Foresight Capital Management Advisors’s Charles Schwab SCHW Stock Holding History

Foresight Capital Management 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 		$352K Sell
3,815
-482
-11% -$44K 0.17% 62
2026
Q1 		$404K Buy
4,297
+270
+7% +$26.5K 0.22% 56
2025
Q4 		$402K Buy
4,027
+610
+18% +$57.9K 0.22% 58
2025
Q3 		$326K Buy
+3,417
New +$324K 0.18% 57

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

Foresight Capital Management Advisors's SCHW Position: Q2 2026 in Review

Foresight Capital Management Advisors reduced its Charles Schwab (SCHW) stake by 11% in Q2 2026, selling an estimated $44K and leaving 3,815 shares worth $352K. The position accounts for 0.17% of the portfolio, ranked #62.

Foresight Capital Management Advisors first reported a position in SCHW in Q3 2025 and has held it in 4 quarters since. The position peaked at $404K in Q1 2026. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Foresight Capital Management Advisors held 3,815 shares of Charles Schwab worth $352K as of Q2 2026.
  • Foresight Capital Management Advisors sold 482 Charles Schwab shares in Q2 2026, an estimated $44K.
  • Charles Schwab made up 0.17% of Foresight Capital Management Advisors's portfolio in Q2 2026, its #62 holding.
  • Foresight Capital Management Advisors first reported a position in Charles Schwab in Q3 2025 and has held it in 4 quarters since.
  • Foresight Capital Management Advisors's Charles Schwab position peaked at $404K in Q1 2026.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Foresight Capital Management Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.