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
Q2 		$265K Sell
2,871
-221
-7% -$20.2K 0.01% 313
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 $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

Gallagher Fiduciary Advisors's SCHW Position: Q2 2026 in Review

Gallagher Fiduciary Advisors reduced its Charles Schwab (SCHW) stake by 7.1% in Q2 2026, selling an estimated $20.2K and leaving 2,871 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #313.

Gallagher Fiduciary Advisors first reported a position in SCHW in Q2 2025 and has held it in 5 quarters since. The position peaked at $308K in Q4 2025. 2,314 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Gallagher Fiduciary Advisors held 2,871 shares of Charles Schwab worth $265K as of Q2 2026.
  • Gallagher Fiduciary Advisors sold 221 Charles Schwab shares in Q2 2026, an estimated $20.2K.
  • Charles Schwab made up 0.01% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #313 holding.
  • Gallagher Fiduciary Advisors first reported a position in Charles Schwab in Q2 2025 and has held it in 5 quarters since.
  • Gallagher Fiduciary Advisors's Charles Schwab position peaked at $308K in Q4 2025.
  • 2,314 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.