HBW Advisory Services’s Charles Schwab SCHW Stock Holding History

HBW Advisory 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	$1.69M	Buy	18,310 +1,358	+8%	+$124K	0.15%	139
2026 Q1	$1.59M	Sell	16,952 -1,129	-6%	-$111K	0.17%	139
2025 Q4	$1.81M	Buy	18,081 +1,292	+8%	+$123K	0.2%	115
2025 Q3	$1.6M	Buy	+16,789	New	+$1.59M	0.18%	129

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

HBW Advisory Services's SCHW Position: Q2 2026 in Review

HBW Advisory Services increased its Charles Schwab (SCHW) stake by 8% in Q2 2026, buying an estimated $124K and bringing the position to 18,310 shares worth $1.69M. The position accounts for 0.15% of the portfolio, ranked #139.

HBW Advisory Services first reported a position in SCHW in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.81M in Q4 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

HBW Advisory Services held 18,310 shares of Charles Schwab worth $1.69M as of Q2 2026.
HBW Advisory Services bought 1,358 Charles Schwab shares in Q2 2026, an estimated $124K.
Charles Schwab made up 0.15% of HBW Advisory Services's portfolio in Q2 2026, its #139 holding.
HBW Advisory Services first reported a position in Charles Schwab in Q3 2025 and has held it in 4 quarters since.
HBW Advisory Services's Charles Schwab position peaked at $1.81M in Q4 2025.
2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.