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 Q4	–	Sell	-1,000	Closed	-$745	–	4020
2024 Q3	$745	Sell	1,000 -1,100	-52%	-$72.3K	﹤0.01%	3679
2024 Q2	$737	Sell	2,100 -300	-13%	-$22.2K	﹤0.01%	3576
2024 Q1	$2.41K	Buy	+2,400	New	+$158K	﹤0.01%	3473
2023 Q4	–	Sell	-300	Closed	-$117K	–	3828
2023 Q3	$117K	Buy	300 +245	+445%	+$14.8K	﹤0.01%	3066
2023 Q2	$53.2K	Sell	55 -14,945	-100%	-$783K	﹤0.01%	3158
2023 Q1	$61.5K	Buy	15,000 +14,970	+49,900%	+$1.1M	﹤0.01%	3025
2022 Q4	$1.19K	Sell	30 -15	-33%	-$1.16K	﹤0.01%	3277
2022 Q3	$7K	Sell	45 -3,455	-99%	-$240K	﹤0.01%	3038
2022 Q2	$14K	Buy	+3,500	New	+$241K	﹤0.01%	3040

Other funds holding SCHW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

HighTower Advisors's SCHW Position: Q1 2026 in Review

HighTower Advisors increased its Charles Schwab (SCHW) stake by 4.6% in Q1 2026, buying an estimated $1.67M and bringing the position to 383,653 shares worth $36.1M. The position accounts for 0.04% of the portfolio, ranked #443.

HighTower Advisors first reported a position in SCHW in Q2 2013 and has held it in 52 quarters since. The position peaked at $49M in Q2 2024. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

HighTower Advisors held 383,653 shares of Charles Schwab worth $36.1M as of Q1 2026.
HighTower Advisors bought 17,046 Charles Schwab shares in Q1 2026, an estimated $1.67M.
Charles Schwab made up 0.04% of HighTower Advisors's portfolio in Q1 2026, its #443 holding.
HighTower Advisors first reported a position in Charles Schwab in Q2 2013 and has held it in 52 quarters since.
HighTower Advisors's Charles Schwab position peaked at $49M in Q2 2024.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.