FRA
SCHW

Front Row Advisors’s Charles Schwab SCHW Stock Holding History

Front Row 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 		$16.9K Hold
180
– – 0.01% 334
2025
Q4 		$18K Hold
180
– – 0.01% 322
2025
Q3 		$17.2K Hold
180
– – 0.01% 323
2025
Q2 		$16.4K Sell
180
-3,409
-95% -$285K 0.01% 316
2025
Q1 		$281K Sell
3,589
-15
-0.4% -$1.18K 0.11% 96
2024
Q4 		$267K Sell
3,604
-11
-0.3% -$823 0.09% 98
2024
Q3 		$234K Sell
3,615
-196
-5% -$12.9K 0.08% 110
2024
Q2 		$281K Buy
3,811
+3,601
+1,715% +$266K 0.1% 104
2024
Q1 		$15.2K Buy
+210
New +$13.8K 0.01% 480
2023
Q1 		– Sell
-384
Closed -$32K – 949
2022
Q4 		$32K Buy
384
+25
+7% +$1.94K 0.02% 288
2022
Q3 		$26K Buy
359
+122
+51% +$8.47K 0.01% 329
2022
Q2 		$15K Sell
237
-2
-0.8% -$138 0.01% 449
2022
Q1 		$20K Buy
239
+5
+2% +$440 0.01% 423
2021
Q4 		$20K Sell
234
-8
-3% -$647 0.01% 434
2021
Q3 		$18K Hold
242
– – 0.01% 448
2021
Q2 		$17K Buy
242
+7
+3% +$495 0.01% 460
2021
Q1 		$15K Sell
235
-2
-0.8% -$121 0.01% 468
2020
Q4 		$13K Hold
237
– – 0.01% 467
2020
Q3 		$12K Buy
237
+139
+142% +$4.84K 0.01% 470
2020
Q2 		$3K Hold
98
– – ﹤0.01% 789
2020
Q1 		$4K Buy
+98
New +$4.11K ﹤0.01% 686
2019
Q4 		– Sell
-48
Closed -$2K – 944
2019
Q3 		$2K Sell
48
-59
-55% -$2.38K ﹤0.01% 805
2019
Q2 		$4K Buy
107
+34
+47% +$1.48K ﹤0.01% 670
2019
Q1 		$3K Hold
73
– – ﹤0.01% 767
2018
Q4 		$3K Hold
73
– – ﹤0.01% 713
2018
Q3 		$3 Hold
73
– – ﹤0.01% 724
2018
Q2 		$4 Buy
+73
New +$4.04K ﹤0.01% 697

Other funds holding SCHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Front Row Advisors's SCHW Position: Q1 2026 in Review

Front Row Advisors held its Charles Schwab (SCHW) position steady in Q1 2026 at 180 shares worth $16.9K. The position accounts for 0.01% of the portfolio, ranked #334.

Front Row Advisors first reported a position in SCHW in Q2 2018 and has held it in 27 quarters since. The position peaked at $281K in Q1 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Front Row Advisors held 180 shares of Charles Schwab worth $16.9K as of Q1 2026.
  • Front Row Advisors left its Charles Schwab share count unchanged in Q1 2026.
  • Charles Schwab made up 0.01% of Front Row Advisors's portfolio in Q1 2026, its #334 holding.
  • Front Row Advisors first reported a position in Charles Schwab in Q2 2018 and has held it in 27 quarters since.
  • Front Row Advisors's Charles Schwab position peaked at $281K in Q1 2025.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Front Row Advisors's 13F filing for Q1 2026, filed 19 May 2026.