HHGA
SCHW

Halbert Hargrove Global Advisors’s Charles Schwab SCHW Stock Holding History

Halbert Hargrove Global 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 		$1.48K Buy
+16
New +$1.46K ﹤0.01% 412
2025
Q4 		– Sell
-110
Closed -$10.5K – 686
2025
Q3 		$10.5K Buy
+110
New +$10.4K ﹤0.01% 327
2025
Q2 		– Sell
-15
Closed -$1.2K – 591
2025
Q1 		$1.2K Buy
+15
New +$1.18K ﹤0.01% 435
2023
Q1 		– Sell
-2,973
Closed -$248K – 176
2022
Q4 		$248K Buy
2,973
+116
+4% +$9K 0.02% 132
2022
Q3 		$206K Buy
+2,857
New +$198K 0.02% 144

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

Halbert Hargrove Global Advisors's SCHW Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Charles Schwab (SCHW) in Q2 2026: 16 shares worth $1.48K. The stake represents ﹤0.01% of the portfolio and ranks #412 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in SCHW as recently as Q3 2025.

Halbert Hargrove Global Advisors first reported a position in SCHW in Q3 2022 and has held it in 5 quarters since. The position peaked at $248K in Q4 2022. 2,312 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Halbert Hargrove Global Advisors held 16 shares of Charles Schwab worth $1.48K as of Q2 2026.
  • Charles Schwab was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • Charles Schwab made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #412 holding.
  • Halbert Hargrove Global Advisors first reported a position in Charles Schwab in Q3 2022 and has held it in 5 quarters since.
  • Halbert Hargrove Global Advisors's Charles Schwab position peaked at $248K in Q4 2022.
  • 2,312 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.