HWA
SCHW

HHM Wealth Advisors’s Charles Schwab SCHW Stock Holding History

HHM Wealth 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 		$379K Sell
4,112
-100
-2% -$9.12K 0.04% 151
2026
Q1 		$396K Buy
4,212
+249
+6% +$24.4K 0.05% 135
2025
Q4 		$396K Sell
3,963
-2
-0.1% -$190 0.05% 134
2025
Q3 		$379K Sell
3,965
-336
-8% -$31.9K 0.04% 139
2025
Q2 		$392K Sell
4,301
-915
-18% -$76.6K 0.05% 131
2025
Q1 		$408K Buy
5,216
+336
+7% +$26.4K 0.06% 122
2024
Q4 		$361K Buy
4,880
+2,000
+69% +$150K 0.05% 131
2024
Q3 		$187K Sell
2,880
-15
-0.5% -$985 0.03% 178
2024
Q2 		$213K Sell
2,895
-238
-8% -$17.6K 0.03% 163
2024
Q1 		$227K Buy
3,133
+200
+7% +$13.2K 0.04% 137
2023
Q4 		$202K Hold
2,933
– – 0.04% 139
2023
Q3 		$161K Buy
2,933
+33
+1% +$1.99K 0.03% 147
2023
Q2 		$164K Buy
2,900
+220
+8% +$11.5K 0.03% 154
2023
Q1 		$140K Buy
2,680
+1,920
+253% +$141K 0.03% 166
2022
Q4 		$63.3K Hold
760
– – 0.01% 218
2022
Q3 		$55K Hold
760
– – 0.01% 222
2022
Q2 		$48K Buy
760
+60
+9% +$4.14K 0.01% 286
2022
Q1 		$59K Buy
+700
New +$61.6K 0.01% 286

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

HHM Wealth Advisors's SCHW Position: Q2 2026 in Review

HHM Wealth Advisors reduced its Charles Schwab (SCHW) stake by 2.4% in Q2 2026, selling an estimated $9.12K and leaving 4,112 shares worth $379K. The position accounts for 0.04% of the portfolio, ranked #151.

HHM Wealth Advisors first reported a position in SCHW in Q1 2022 and has held it in 18 quarters since. The position peaked at $408K in Q1 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • HHM Wealth Advisors held 4,112 shares of Charles Schwab worth $379K as of Q2 2026.
  • HHM Wealth Advisors sold 100 Charles Schwab shares in Q2 2026, an estimated $9.12K.
  • Charles Schwab made up 0.04% of HHM Wealth Advisors's portfolio in Q2 2026, its #151 holding.
  • HHM Wealth Advisors first reported a position in Charles Schwab in Q1 2022 and has held it in 18 quarters since.
  • HHM Wealth Advisors's Charles Schwab position peaked at $408K in Q1 2025.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.