HighTower Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $34.7M | Sell |
375,553
-8,100
| -2% | -$739K | 0.03% | 481 |
|
|
2026
Q1 | $36.1M | Buy |
383,653
+17,046
| +5% | +$1.67M | 0.04% | 443 |
|
|
2025
Q4 | $36.6M | Sell |
366,607
-31,140
| -8% | -$2.95M | 0.04% | 433 |
|
|
2025
Q3 | $38M | Buy |
397,747
+39,509
| +11% | +$3.75M | 0.04% | 409 |
|
|
2025
Q2 | $32.7M | Sell |
358,238
-17,843
| -5% | -$1.49M | 0.04% | 437 |
|
|
2025
Q1 | $29.4M | Sell |
376,081
-24,632
| -6% | -$1.93M | 0.04% | 427 |
|
|
2024
Q4 | $29.7M | Sell |
400,713
-6,635
| -2% | -$496K | 0.04% | 415 |
|
|
2024
Q3 | $26.4M | Sell |
407,348
-257,808
| -39% | -$16.9M | 0.04% | 444 |
|
|
2024
Q2 | $49M | Buy |
665,156
+60,038
| +10% | +$4.44M | 0.08% | 264 |
|
|
2024
Q1 | $43.8M | Buy |
605,118
+31,682
| +6% | +$2.09M | 0.07% | 286 |
|
|
2023
Q4 | $39.5M | Sell |
573,436
-16,527
| -3% | -$954K | 0.07% | 293 |
|
|
2023
Q3 | $32.4M | Sell |
589,963
-126,120
| -18% | -$7.62M | 0.06% | 309 |
|
|
2023
Q2 | $40.6M | Buy |
716,083
+247,895
| +53% | +$13M | 0.08% | 250 |
|
|
2023
Q1 | $24.5M | Buy |
468,188
+217,247
| +87% | +$15.9M | 0.05% | 348 |
|
|
2022
Q4 | $20.9M | Buy |
250,941
+12,496
| +5% | +$970K | 0.05% | 385 |
|
|
2022
Q3 | $17.1M | Buy |
238,445
+11,444
| +5% | +$795K | 0.05% | 389 |
|
|
2022
Q2 | $14.3M | Buy |
227,001
+7,325
| +3% | +$505K | 0.04% | 443 |
|
|
2022
Q1 | $18.5M | Buy |
219,676
+8,765
| +4% | +$771K | 0.04% | 404 |
|
|
2021
Q4 | $17.7M | Sell |
210,911
-45,963
| -18% | -$3.72M | 0.04% | 419 |
|
|
2021
Q3 | $18.7M | Buy |
256,874
+14,744
| +6% | +$1.05M | 0.05% | 361 |
|
|
2021
Q2 | $17.6M | Sell |
242,130
-1,378
| -0.6% | -$97.5K | 0.05% | 338 |
|
|
2021
Q1 | $15.9M | Sell |
243,508
-8,998
| -4% | -$546K | 0.05% | 345 |
|
|
2020
Q4 | $13.4M | Sell |
252,506
-6,801
| -3% | -$308K | 0.06% | 307 |
|
|
2020
Q3 | $9.38M | Sell |
259,307
-10,932
| -4% | -$380K | 0.05% | 358 |
|
|
2020
Q2 | $9.12M | Sell |
270,239
-3,232
| -1% | -$116K | 0.05% | 344 |
|
|
2020
Q1 | $9.21M | Buy |
273,471
+60,625
| +28% | +$2.54M | 0.06% | 291 |
|
|
2019
Q4 | $10.1M | Buy |
212,846
+33,681
| +19% | +$1.48M | 0.06% | 331 |
|
|
2019
Q3 | $7.49M | Sell |
179,165
-99
| -0.1% | -$4K | 0.04% | 413 |
|
|
2019
Q2 | $7.2M | Sell |
179,264
-8,485
| -5% | -$370K | 0.04% | 427 |
|
|
2019
Q1 | $8.03M | Sell |
187,749
-25,310
| -12% | -$1.14M | 0.05% | 358 |
|
|
2018
Q4 | $8.83M | Sell |
213,059
-27,809
| -12% | -$1.26M | 0.07% | 288 |
|
|
2018
Q3 | $11.8M | Sell |
240,868
-17,934
| -7% | -$916K | 0.09% | 260 |
|
|
2018
Q2 | $13.2M | Buy |
258,802
+3,704
| +1% | +$205K | 0.1% | 215 |
|
|
2018
Q1 | $13.3M | Sell |
255,098
-1,694
| -0.7% | -$90.8K | 0.11% | 202 |
|
|
2017
Q4 | $13.2M | Buy |
256,792
+29,642
| +13% | +$1.39M | 0.11% | 199 |
|
|
2017
Q3 | $9.92M | Buy |
227,150
+7,890
| +4% | +$328K | 0.08% | 248 |
|
|
2017
Q2 | $9.42M | Buy |
219,260
+6,348
| +3% | +$254K | 0.08% | 268 |
|
|
2017
Q1 | $8.69M | Sell |
212,912
-5,728
| -3% | -$237K | 0.08% | 257 |
|
|
2016
Q4 | $8.63M | Sell |
218,640
-123,977
| -36% | -$4.43M | 0.09% | 220 |
|
|
2016
Q3 | $10.8M | Buy |
342,617
+3,641
| +1% | +$107K | 0.13% | 159 |
|
|
2016
Q2 | $8.57M | Buy |
338,976
+70,848
| +26% | +$2.01M | 0.11% | 203 |
|
|
2016
Q1 | $7.51M | Sell |
268,128
-17,596
| -6% | -$464K | 0.02% | 263 |
|
|
2015
Q4 | $9.41M | Buy |
285,724
+74,048
| +35% | +$2.34M | 0.11% | 194 |
|
|
2015
Q3 | $6.04M | Buy |
211,676
+26
| +0% | +$834 | 0.08% | 271 |
|
|
2015
Q2 | $6.91M | Buy |
211,650
+2,043
| +1% | +$64.6K | 0.11% | 196 |
|
|
2015
Q1 | $6.37M | Buy |
209,607
+14,528
| +7% | +$421K | 0.09% | 231 |
|
|
2014
Q4 | $5.89M | Buy |
195,079
+3,348
| +2% | +$95.1K | 0.09% | 245 |
|
|
2014
Q3 | $5.63M | Sell |
191,731
-140,709
| -42% | -$3.98M | 0.1% | 246 |
|
|
2014
Q2 | $8.95M | Sell |
332,440
-25,821
| -7% | -$678K | 0.16% | 150 |
|
|
2014
Q1 | $9.79M | Buy |
358,261
+1,046
| +0.3% | +$27.3K | 0.19% | 120 |
|
|
2013
Q4 | $9.29M | Buy |
357,215
+9,436
| +3% | +$225K | 0.19% | 129 |
|
|
2013
Q3 | $7.35M | Sell |
347,779
-27,380
| -7% | -$595K | 0.18% | 139 |
|
|
2013
Q2 | $7.96M | Buy |
+375,159
| New | +$6.93M | 0.22% | 105 |
|
Other funds holding SCHW
HighTower Advisors's SCHW Position: Q2 2026 in Review
HighTower Advisors reduced its Charles Schwab (SCHW) stake by 2.1% in Q2 2026, selling an estimated $739K and leaving 375,553 shares worth $34.7M. The position accounts for 0.03% of the portfolio, ranked #481.
HighTower Advisors first reported a position in SCHW in Q2 2013 and has held it in 53 quarters since. The position peaked at $49M in Q2 2024. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.
- HighTower Advisors held 375,553 shares of Charles Schwab worth $34.7M as of Q2 2026.
- HighTower Advisors sold 8,100 Charles Schwab shares in Q2 2026, an estimated $739K.
- Charles Schwab made up 0.03% of HighTower Advisors's portfolio in Q2 2026, its #481 holding.
- HighTower Advisors first reported a position in Charles Schwab in Q2 2013 and has held it in 53 quarters since.
- HighTower Advisors's Charles Schwab position peaked at $49M in Q2 2024.
- 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.
Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.