GAG
SCHW

GM Advisory Group’s Charles Schwab SCHW Stock Holding History

GM Advisory Group’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 		$3.08M Buy
32,759
+236
+0.7% +$23.1K 0.12% 88
2025
Q4 		$3.25M Sell
32,523
-2,561
-7% -$243K 0.13% 81
2025
Q3 		$3.35M Sell
35,084
-692
-2% -$65.7K 0.14% 74
2025
Q2 		$3.26M Buy
35,776
+3,228
+10% +$270K 0.16% 69
2025
Q1 		$2.55M Buy
32,548
+11,812
+57% +$927K 0.14% 73
2024
Q4 		$1.53M Buy
20,736
+750
+4% +$56.1K 0.08% 95
2024
Q3 		$1.3M Sell
19,986
-400
-2% -$26.3K 0.08% 99
2024
Q2 		$1.5M Sell
20,386
-346
-2% -$25.6K 0.1% 90
2024
Q1 		$1.5M Sell
20,732
-229
-1% -$15.1K 0.11% 87
2023
Q4 		$1.44M Buy
20,961
+750
+4% +$43.3K 0.11% 75
2023
Q3 		$1.11M Buy
20,211
+9,700
+92% +$586K 0.09% 79
2023
Q2 		$596K Sell
10,511
-8,750
-45% -$458K 0.05% 111
2023
Q1 		$1.01M Buy
+19,261
New +$1.41M 0.09% 76

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

GM Advisory Group's SCHW Position: Q1 2026 in Review

GM Advisory Group increased its Charles Schwab (SCHW) stake by 0.73% in Q1 2026, buying an estimated $23.1K and bringing the position to 32,759 shares worth $3.08M. The position accounts for 0.12% of the portfolio, ranked #88.

GM Advisory Group first reported a position in SCHW in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.35M in Q3 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • GM Advisory Group held 32,759 shares of Charles Schwab worth $3.08M as of Q1 2026.
  • GM Advisory Group bought 236 Charles Schwab shares in Q1 2026, an estimated $23.1K.
  • Charles Schwab made up 0.12% of GM Advisory Group's portfolio in Q1 2026, its #88 holding.
  • GM Advisory Group first reported a position in Charles Schwab in Q1 2023 and has held it in 13 quarters since.
  • GM Advisory Group's Charles Schwab position peaked at $3.35M in Q3 2025.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.