Hager Investment Management Services’s Charles Schwab SCHW Stock Holding History

Hager Investment Management Services’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	$2.85M	Buy	30,840 +1,143	+4%	+$104K	1.31%	27
2026 Q1	$2.79M	Buy	29,697 +696	+2%	+$68.3K	1.53%	22
2025 Q4	$2.9M	Sell	29,001 -750	-3%	-$71.2K	1.58%	21
2025 Q3	$2.84M	Sell	29,751 -264	-0.9%	-$25.1K	1.54%	22
2025 Q2	$2.74M	Buy	30,015 +1,362	+5%	+$114K	1.63%	21
2025 Q1	$2.24M	Buy	28,653 +2,162	+8%	+$170K	1.57%	20
2024 Q4	$1.96M	Buy	+26,491	New	+$1.98M	1.22%	27

Other funds holding SCHW

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Hager Investment Management Services's SCHW Position: Q2 2026 in Review

Hager Investment Management Services increased its Charles Schwab (SCHW) stake by 3.8% in Q2 2026, buying an estimated $104K and bringing the position to 30,840 shares worth $2.85M. The position accounts for 1.31% of the portfolio, ranked #27.

Hager Investment Management Services first reported a position in SCHW in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.9M in Q4 2025. 689 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Hager Investment Management Services held 30,840 shares of Charles Schwab worth $2.85M as of Q2 2026.
Hager Investment Management Services bought 1,143 Charles Schwab shares in Q2 2026, an estimated $104K.
Charles Schwab made up 1.31% of Hager Investment Management Services's portfolio in Q2 2026, its #27 holding.
Hager Investment Management Services first reported a position in Charles Schwab in Q4 2024 and has held it in 7 quarters since.
Hager Investment Management Services's Charles Schwab position peaked at $2.9M in Q4 2025.
689 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Hager Investment Management Services's 13F filing for Q2 2026, filed 20 Jul 2026.