FWIA
SCHW

Fort Washington Investment Advisors’s Charles Schwab SCHW Stock Holding History

Fort Washington Investment 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 		$235M Buy
2,550,333
+8,921
+0.4% +$814K 1.18% 19
2026
Q1 		$239M Buy
2,541,412
+34,215
+1% +$3.36M 1.32% 15
2025
Q4 		$250M Buy
2,507,197
+11,751
+0.5% +$1.11M 1.33% 14
2025
Q3 		$238M Sell
2,495,446
-81,242
-3% -$7.71M 1.29% 17
2025
Q2 		$235M Sell
2,576,688
-22,095
-0.9% -$1.85M 1.35% 14
2025
Q1 		$203M Buy
2,598,783
+5,772
+0.2% +$453K 1.25% 21
2024
Q4 		$192M Buy
2,593,011
+71,465
+3% +$5.35M 1.15% 23
2024
Q3 		$163M Buy
2,521,546
+673,443
+36% +$44.2M 0.99% 27
2024
Q2 		$136M Buy
1,848,103
+306,431
+20% +$22.6M 0.89% 27
2024
Q1 		$112M Buy
1,541,672
+301,911
+24% +$19.9M 0.72% 34
2023
Q4 		$85.3M Buy
1,239,761
+337,633
+37% +$19.5M 0.59% 42
2023
Q3 		$49.5M Buy
902,128
+811,671
+897% +$49.1M 0.37% 74
2023
Q2 		$5.13M Buy
90,457
+6,219
+7% +$326K 0.04% 216
2023
Q1 		$4.41M Buy
84,238
+3,743
+5% +$274K 0.03% 220
2022
Q4 		$6.7M Buy
80,495
+18,738
+30% +$1.45M 0.05% 211
2022
Q3 		$4.44M Sell
61,757
-5,595
-8% -$388K 0.04% 224
2022
Q2 		$4.25M Buy
67,352
+2,660
+4% +$183K 0.03% 216
2022
Q1 		$5.45M Sell
64,692
-80
-0.1% -$7.04K 0.03% 216
2021
Q4 		$5.45M Sell
64,772
-20
-0% -$1.62K 0.03% 226
2021
Q3 		$4.72M Sell
64,792
-275
-0.4% -$19.6K 0.03% 232
2021
Q2 		$4.74M Sell
65,067
-1,100
-2% -$77.8K 0.04% 236
2021
Q1 		$4.31M Sell
66,167
-2,024
-3% -$123K 0.04% 234
2020
Q4 		$3.62M Buy
68,191
+250
+0.4% +$11.3K 0.04% 239
2020
Q3 		$2.46M Sell
67,941
-4,289
-6% -$149K 0.03% 253
2020
Q2 		$2.44M Sell
72,230
-616
-0.8% -$22.1K 0.03% 251
2020
Q1 		$2.45M Sell
72,846
-2,380
-3% -$99.9K 0.03% 230
2019
Q4 		$3.58M Sell
75,226
-3,100
-4% -$137K 0.04% 239
2019
Q3 		$3.28M Sell
78,326
-3,800
-5% -$153K 0.04% 239
2019
Q2 		$3.3M Sell
82,126
-674
-0.8% -$29.4K 0.04% 236
2019
Q1 		$3.54M Sell
82,800
-53,500
-39% -$2.42M 0.04% 227
2018
Q4 		$5.66M Sell
136,300
-1,330
-1% -$60.2K 0.07% 187
2018
Q3 		$6.76M Sell
137,630
-4,530
-3% -$231K 0.07% 207
2018
Q2 		$7.26M Sell
142,160
-2,835
-2% -$157K 0.07% 205
2018
Q1 		$7.57M Sell
144,995
-3,635
-2% -$195K 0.08% 202
2017
Q4 		$7.63M Sell
148,630
-10,990
-7% -$516K 0.08% 227
2017
Q3 		$6.98M Sell
159,620
-9,360
-6% -$389K 0.11% 116
2017
Q2 		$7.26M Sell
168,980
-8,735
-5% -$350K 0.11% 111
2017
Q1 		$7.25M Sell
177,715
-7,165
-4% -$296K 0.12% 109
2016
Q4 		$7.3M Sell
184,880
-5,750
-3% -$205K 0.12% 102
2016
Q3 		$6.02M Sell
190,630
-750
-0.4% -$22K 0.11% 112
2016
Q2 		$4.84M Buy
191,380
+7,250
+4% +$206K 0.09% 126
2016
Q1 		$5.16M Sell
184,130
-22,050
-11% -$582K 0.1% 122
2015
Q4 		$6.79M Sell
206,180
-600
-0.3% -$19K 0.14% 106
2015
Q3 		$5.91M Buy
206,780
+1,224
+0.6% +$39.3K 0.12% 115
2015
Q2 		$6.71M Sell
205,556
-20
-0% -$632 0.13% 115
2015
Q1 		$6.26M Buy
205,576
+3,981
+2% +$115K 0.12% 121
2014
Q4 		$6.09M Buy
201,595
+14,110
+8% +$401K 0.12% 122
2014
Q3 		$5.51M Buy
187,485
+9,310
+5% +$264K 0.11% 129
2014
Q2 		$4.8M Buy
178,175
+54,380
+44% +$1.43M 0.09% 161
2014
Q1 		$3.38M Buy
123,795
+98,340
+386% +$2.57M 0.07% 165
2013
Q4 		$662K Buy
+25,455
New +$607K 0.01% 372

Other funds holding SCHW

PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fort Washington Investment Advisors's SCHW Position: Q2 2026 in Review

Fort Washington Investment Advisors increased its Charles Schwab (SCHW) stake by 0.35% in Q2 2026, buying an estimated $814K and bringing the position to 2,550,333 shares worth $235M. The position accounts for 1.18% of the portfolio, ranked #19.

Fort Washington Investment Advisors first reported a position in SCHW in Q4 2013 and has held it in 51 quarters since. The position peaked at $250M in Q4 2025. 847 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Fort Washington Investment Advisors held 2,550,333 shares of Charles Schwab worth $235M as of Q2 2026.
  • Fort Washington Investment Advisors bought 8,921 Charles Schwab shares in Q2 2026, an estimated $814K.
  • Charles Schwab made up 1.18% of Fort Washington Investment Advisors's portfolio in Q2 2026, its #19 holding.
  • Fort Washington Investment Advisors first reported a position in Charles Schwab in Q4 2013 and has held it in 51 quarters since.
  • Fort Washington Investment Advisors's Charles Schwab position peaked at $250M in Q4 2025.
  • 847 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Fort Washington Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.