Guerra Advisors’s Charles Schwab SCHW Stock Holding History

Guerra 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
2025 Q3	$23.1K	Buy	+242	New	+$23K	0.01%	218

Other funds holding SCHW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guerra Advisors's SCHW Position: Q3 2025 in Review

Guerra Advisors opened a new position in Charles Schwab (SCHW) in Q3 2025: 242 shares worth $23.1K. The stake represents 0.01% of the portfolio and ranks #218 among its holdings.

2,169 funds tracked by Wall St. Rank hold SCHW as of Q3 2025.

Guerra Advisors held 242 shares of Charles Schwab worth $23.1K as of Q3 2025.
Charles Schwab was a new Guerra Advisors position in Q3 2025.
Charles Schwab made up 0.01% of Guerra Advisors's portfolio in Q3 2025, its #218 holding.
2,169 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.