GFA
SCHW

Gallagher Fiduciary Advisors’s Charles Schwab SCHW Stock Holding History

Gallagher Fiduciary 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 		$291K Buy
3,092
+10
+0.3% +$981 0.01% 274
2025
Q4 		$308K Buy
3,082
+172
+6% +$16.3K 0.01% 266
2025
Q3 		$278K Buy
2,910
+341
+13% +$32.4K 0.01% 259
2025
Q2 		$234K Buy
+2,569
New +$215K 0.01% 286

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

Gallagher Fiduciary Advisors's SCHW Position: Q1 2026 in Review

Gallagher Fiduciary Advisors increased its Charles Schwab (SCHW) stake by 0.32% in Q1 2026, buying an estimated $981 and bringing the position to 3,092 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #274.

Gallagher Fiduciary Advisors first reported a position in SCHW in Q2 2025 and has held it in 4 quarters since. The position peaked at $308K in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Gallagher Fiduciary Advisors held 3,092 shares of Charles Schwab worth $291K as of Q1 2026.
  • Gallagher Fiduciary Advisors bought 10 Charles Schwab shares in Q1 2026, an estimated $981.
  • Charles Schwab made up 0.01% of Gallagher Fiduciary Advisors's portfolio in Q1 2026, its #274 holding.
  • Gallagher Fiduciary Advisors first reported a position in Charles Schwab in Q2 2025 and has held it in 4 quarters since.
  • Gallagher Fiduciary Advisors's Charles Schwab position peaked at $308K in Q4 2025.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q1 2026, filed 15 May 2026.