HF Advisory Group’s Charles Schwab SCHW Stock Holding History

HF Advisory Group’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	$3.81M	Buy	41,262 +2,890	+8%	+$264K	1.18%	27
2026 Q1	$3.61M	Buy	38,372 +771	+2%	+$75.6K	1.23%	22
2025 Q4	$3.76M	Buy	37,601 +439	+1%	+$41.6K	1.31%	20
2025 Q3	$3.55M	Buy	37,162 +959	+3%	+$91K	1.3%	18
2025 Q2	$3.3M	Sell	36,203 -1,770	-5%	-$148K	1.31%	19
2025 Q1	$2.97M	Buy	37,973 +104	+0.3%	+$8.16K	1.3%	17
2024 Q4	$2.8M	Buy	37,869 +492	+1%	+$36.8K	1.29%	20
2024 Q3	$2.42M	Buy	37,377 +7,348	+24%	+$483K	1.13%	25
2024 Q2	$2.21M	Sell	30,029 -7,261	-19%	-$536K	1.14%	21
2024 Q1	$2.7M	Buy	37,290 +6,474	+21%	+$426K	1.51%	10
2023 Q4	$2.12M	Buy	30,816 +6,559	+27%	+$379K	1.35%	15
2023 Q3	$1.37M	Buy	24,257 +5,303	+28%	+$320K	1.01%	30
2023 Q2	$1.07M	Buy	18,954 +7,519	+66%	+$394K	0.85%	43
2023 Q1	$599K	Buy	11,435 +2,259	+25%	+$165K	0.53%	68
2022 Q4	$764K	Buy	+9,176	New	+$712K	0.77%	50

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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

CIPU

Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

HF Advisory Group's SCHW Position: Q2 2026 in Review

HF Advisory Group increased its Charles Schwab (SCHW) stake by 7.5% in Q2 2026, buying an estimated $264K and bringing the position to 41,262 shares worth $3.81M. The position accounts for 1.18% of the portfolio, ranked #27.

HF Advisory Group first reported a position in SCHW in Q4 2022 and has held it in 15 quarters since. 384 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

HF Advisory Group held 41,262 shares of Charles Schwab worth $3.81M as of Q2 2026.
HF Advisory Group bought 2,890 Charles Schwab shares in Q2 2026, an estimated $264K.
Charles Schwab made up 1.18% of HF Advisory Group's portfolio in Q2 2026, its #27 holding.
HF Advisory Group first reported a position in Charles Schwab in Q4 2022 and has held it in 15 quarters since.
384 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.