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 Q3	–	Sell	-16	Closed	-$1.48K	–	638
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Halbert Hargrove Global Advisors's SCHW Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of Charles Schwab (SCHW) in Q3 2026, closing a stake of 16 shares — an estimated $1.48K sold.

Halbert Hargrove Global Advisors first reported a position in SCHW in Q3 2022 and held it in 5 quarters. The position peaked at $248K in Q4 2022. 1,556 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

Halbert Hargrove Global Advisors reported no remaining Charles Schwab position as of Q3 2026 after selling out during the quarter.
Halbert Hargrove Global Advisors sold 16 Charles Schwab shares in Q3 2026, an estimated $1.48K.
Halbert Hargrove Global Advisors first reported a position in Charles Schwab in Q3 2022 and held it in 5 quarters.
Halbert Hargrove Global Advisors's Charles Schwab position peaked at $248K in Q4 2022.
1,556 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.