HFS
SCHW

Hantz Financial Services’s Charles Schwab SCHW Stock Holding History

Hantz Financial 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 		$407K Sell
4,409
-2,538
-37% -$231K 0.01% 810
2026
Q1 		$653K Buy
6,947
+3,608
+108% +$354K 0.01% 574
2025
Q4 		$334K Buy
3,339
+1,430
+75% +$136K ﹤0.01% 687
2025
Q3 		$182K Buy
1,909
+571
+43% +$54.2K ﹤0.01% 766
2025
Q2 		$122K Buy
1,338
+160
+14% +$13.4K ﹤0.01% 718
2025
Q1 		$92K Buy
1,178
+392
+50% +$30.8K ﹤0.01% 627
2024
Q4 		$58K Hold
786
– – ﹤0.01% 652
2024
Q3 		$51K Sell
786
-90
-10% -$5.91K ﹤0.01% 663
2024
Q2 		$65K Buy
876
+89
+11% +$6.58K ﹤0.01% 641
2024
Q1 		$57K Sell
787
-255
-24% -$16.8K ﹤0.01% 650
2023
Q4 		$72K Buy
1,042
+52
+5% +$3K ﹤0.01% 622
2023
Q3 		$54K Buy
990
+151
+18% +$9.13K ﹤0.01% 628
2023
Q2 		$48K Sell
839
-242
-22% -$12.7K ﹤0.01% 631
2023
Q1 		$57K Buy
1,081
+368
+52% +$26.9K ﹤0.01% 610
2022
Q4 		$59K Sell
713
-427
-37% -$33.1K ﹤0.01% 600
2022
Q3 		$82K Hold
1,140
– – ﹤0.01% 566
2022
Q2 		$72K Sell
1,140
-8
-0.7% -$552 ﹤0.01% 571
2022
Q1 		$97K Sell
1,148
-525
-31% -$46.2K ﹤0.01% 571
2021
Q4 		$141K Sell
1,673
-165
-9% -$13.3K ﹤0.01% 527
2021
Q3 		$134K Sell
1,838
-25,931
-93% -$1.85M ﹤0.01% 521
2021
Q2 		$2.02M Sell
27,769
-3,987
-13% -$282K 0.07% 237
2021
Q1 		$2.07M Sell
31,756
-23,211
-42% -$1.41M 0.09% 232
2020
Q4 		$2.92M Sell
54,967
-2,724
-5% -$123K 0.13% 189
2020
Q3 		$2.09M Buy
57,691
+13,212
+30% +$460K 0.11% 202
2020
Q2 		$1.5M Sell
44,479
-12,440
-22% -$446K 0.08% 223
2020
Q1 		$1.91M Buy
+56,919
New +$2.39M 0.13% 189

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

Hantz Financial Services's SCHW Position: Q2 2026 in Review

Hantz Financial Services reduced its Charles Schwab (SCHW) stake by 37% in Q2 2026, selling an estimated $231K and leaving 4,409 shares worth $407K. The position accounts for 0.01% of the portfolio, ranked #810.

Hantz Financial Services first reported a position in SCHW in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.92M in Q4 2020. 2,306 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Hantz Financial Services held 4,409 shares of Charles Schwab worth $407K as of Q2 2026.
  • Hantz Financial Services sold 2,538 Charles Schwab shares in Q2 2026, an estimated $231K.
  • Charles Schwab made up 0.01% of Hantz Financial Services's portfolio in Q2 2026, its #810 holding.
  • Hantz Financial Services first reported a position in Charles Schwab in Q1 2020 and has held it in 26 quarters since.
  • Hantz Financial Services's Charles Schwab position peaked at $2.92M in Q4 2020.
  • 2,306 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.