Forvis Mazars Wealth Advisors’s Charles Schwab SCHW Stock Holding History

Forvis Mazars Wealth 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 Q1	$314K	Buy	3,342 +53	+2%	+$5.2K	0.01%	350
2025 Q4	$329K	Buy	3,289 +349	+12%	+$33.1K	0.01%	341
2025 Q3	$281K	Buy	2,940 +111	+4%	+$10.5K	0.01%	359
2025 Q2	$258K	Buy	+2,829	New	+$237K	0.01%	365
2021 Q1	–	Sell	-3,885	Closed	-$206K	–	341
2020 Q4	$206K	Buy	+3,885	New	+$176K	0.01%	349

Other funds holding SCHW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Forvis Mazars Wealth Advisors's SCHW Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors increased its Charles Schwab (SCHW) stake by 1.6% in Q1 2026, buying an estimated $5.2K and bringing the position to 3,342 shares worth $314K. The position accounts for 0.01% of the portfolio, ranked #350.

Forvis Mazars Wealth Advisors first reported a position in SCHW in Q4 2020 and has held it in 5 quarters since. The position peaked at $329K in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Forvis Mazars Wealth Advisors held 3,342 shares of Charles Schwab worth $314K as of Q1 2026.
Forvis Mazars Wealth Advisors bought 53 Charles Schwab shares in Q1 2026, an estimated $5.2K.
Charles Schwab made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #350 holding.
Forvis Mazars Wealth Advisors first reported a position in Charles Schwab in Q4 2020 and has held it in 5 quarters since.
Forvis Mazars Wealth Advisors's Charles Schwab position peaked at $329K in Q4 2025.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.