GIA
SCHW

Guyasuta Investment Advisors’s Charles Schwab SCHW Stock Holding History

Guyasuta Investment 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 		$246K Buy
2,668
+196
+8% +$17.9K 0.01% 253
2026
Q1 		$232K Hold
2,472
– – 0.01% 254
2025
Q4 		$247K Hold
2,472
– – 0.01% 242
2025
Q3 		$236K Hold
2,472
– – 0.01% 246
2025
Q2 		$226K Buy
+2,472
New +$207K 0.01% 247
2023
Q1 		– Sell
-2,780
Closed -$231K – 249
2022
Q4 		$231K Buy
+2,780
New +$216K 0.02% 222

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

Guyasuta Investment Advisors's SCHW Position: Q2 2026 in Review

Guyasuta Investment Advisors increased its Charles Schwab (SCHW) stake by 7.9% in Q2 2026, buying an estimated $17.9K and bringing the position to 2,668 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #253.

Guyasuta Investment Advisors first reported a position in SCHW in Q4 2022 and has held it in 6 quarters since. The position peaked at $247K in Q4 2025. 1,397 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Guyasuta Investment Advisors held 2,668 shares of Charles Schwab worth $246K as of Q2 2026.
  • Guyasuta Investment Advisors bought 196 Charles Schwab shares in Q2 2026, an estimated $17.9K.
  • Charles Schwab made up 0.01% of Guyasuta Investment Advisors's portfolio in Q2 2026, its #253 holding.
  • Guyasuta Investment Advisors first reported a position in Charles Schwab in Q4 2022 and has held it in 6 quarters since.
  • Guyasuta Investment Advisors's Charles Schwab position peaked at $247K in Q4 2025.
  • 1,397 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Guyasuta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.