HIA
SCHW

HFM Investment Advisors’s Charles Schwab SCHW Stock Holding History

HFM Investment 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 		$4.06K Buy
44
+20
+83% +$1.82K ﹤0.01% 236
2026
Q1 		$2.26K Sell
24
-29
-55% -$2.84K ﹤0.01% 213
2025
Q4 		$5.3K Buy
53
+28
+112% +$2.66K ﹤0.01% 178
2025
Q3 		$2.39K Buy
25
+1
+4% +$95 ﹤0.01% 168
2025
Q2 		$2.19K Buy
24
+14
+140% +$1.17K ﹤0.01% 168
2025
Q1 		$783 Buy
+10
New +$785 ﹤0.01% 196

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

HFM Investment Advisors's SCHW Position: Q2 2026 in Review

HFM Investment Advisors increased its Charles Schwab (SCHW) stake by 83% in Q2 2026, buying an estimated $1.82K and bringing the position to 44 shares worth $4.06K. The position accounts for ﹤0.01% of the portfolio, ranked #236.

HFM Investment Advisors first reported a position in SCHW in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.3K in Q4 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • HFM Investment Advisors held 44 shares of Charles Schwab worth $4.06K as of Q2 2026.
  • HFM Investment Advisors bought 20 Charles Schwab shares in Q2 2026, an estimated $1.82K.
  • Charles Schwab made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #236 holding.
  • HFM Investment Advisors first reported a position in Charles Schwab in Q1 2025 and has held it in 6 quarters since.
  • HFM Investment Advisors's Charles Schwab position peaked at $5.3K in Q4 2025.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.