FMWA
SCHW

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
Q2 		$290K Sell
3,138
-204
-6% -$18.6K ﹤0.01% 377
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
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

Forvis Mazars Wealth Advisors's SCHW Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors reduced its Charles Schwab (SCHW) stake by 6.1% in Q2 2026, selling an estimated $18.6K and leaving 3,138 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #377.

Forvis Mazars Wealth Advisors first reported a position in SCHW in Q4 2020 and has held it in 6 quarters since. The position peaked at $329K in Q4 2025. 2,311 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 3,138 shares of Charles Schwab worth $290K as of Q2 2026.
  • Forvis Mazars Wealth Advisors sold 204 Charles Schwab shares in Q2 2026, an estimated $18.6K.
  • Charles Schwab made up ﹤0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #377 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Charles Schwab in Q4 2020 and has held it in 6 quarters since.
  • Forvis Mazars Wealth Advisors's Charles Schwab position peaked at $329K in Q4 2025.
  • 2,311 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.