HighTower Advisors
SCHW

HighTower Advisors’s Charles Schwab SCHW Stock Holding History

HighTower 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
2024
Q3 		– Sell
-100
Closed -$165 – 3950
2024
Q2 		$165 Sell
100
-300
-75% -$22.2K ﹤0.01% 3623
2024
Q1 		$3.1K Buy
+400
New +$26.3K ﹤0.01% 3466
2023
Q2 		– Sell
-5,300
Closed -$50.9K – 3649
2023
Q1 		$50.9K Buy
+5,300
New +$388K ﹤0.01% 3048
2022
Q3 		– Sell
-100
Closed -$1K – 3369
2022
Q2 		$1K Buy
+100
New +$6.9K ﹤0.01% 3202
2020
Q1 		– Sell
-25,000
Closed -$33K – 2460
2019
Q4 		$33K Buy
+25,000
New +$1.1M ﹤0.01% 2142
2016
Q1 		– Sell
-1,200
Closed -$16K – 2180
2015
Q4 		$16K Buy
+1,200
New +$38K ﹤0.01% 1964

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

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 #482.

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. 2,312 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 #482 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.
  • 2,312 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.