Hixon Zuercher’s Charles Schwab SCHW Stock Holding History

Hixon Zuercher’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	$4.48M	Sell	48,603 -282	-0.6%	-$25.7K	1.32%	25
2026 Q1	$4.59M	Sell	48,885 -511	-1%	-$50.1K	1.43%	27
2025 Q4	$4.94M	Buy	49,396 +352	+0.7%	+$33.4K	1.5%	27
2025 Q3	$4.68M	Sell	49,044 -1,663	-3%	-$158K	1.43%	28
2025 Q2	$4.63M	Sell	50,707 -17	-0%	-$1.42K	1.49%	27
2025 Q1	$3.97M	Buy	50,724 +723	+1%	+$56.7K	1.4%	29
2024 Q4	$3.7M	Buy	50,001 +567	+1%	+$42.4K	1.42%	29
2024 Q3	$3.2M	Buy	49,434 +626	+1%	+$41.1K	1.26%	33
2024 Q2	$3.6M	Sell	48,808 -6,530	-12%	-$482K	1.52%	29
2024 Q1	$4M	Buy	55,338 +1,257	+2%	+$82.8K	1.69%	27
2023 Q4	$3.72M	Buy	54,081 +1,229	+2%	+$71K	1.73%	28
2023 Q3	$2.9M	Buy	52,852 +876	+2%	+$52.9K	1.52%	29
2023 Q2	$2.95M	Buy	+51,976	New	+$2.72M	1.48%	29
2020 Q1	–	Sell	-32,503	Closed	-$1.55M	–	54
2019 Q4	$1.55M	Buy	+32,503	New	+$1.43M	1.47%	32

Other funds holding SCHW

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Hixon Zuercher's SCHW Position: Q2 2026 in Review

Hixon Zuercher reduced its Charles Schwab (SCHW) stake by 0.58% in Q2 2026, selling an estimated $25.7K and leaving 48,603 shares worth $4.48M. The position accounts for 1.32% of the portfolio, ranked #25.

Hixon Zuercher first reported a position in SCHW in Q4 2019 and has held it in 14 quarters since. The position peaked at $4.94M in Q4 2025. 689 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Hixon Zuercher held 48,603 shares of Charles Schwab worth $4.48M as of Q2 2026.
Hixon Zuercher sold 282 Charles Schwab shares in Q2 2026, an estimated $25.7K.
Charles Schwab made up 1.32% of Hixon Zuercher's portfolio in Q2 2026, its #25 holding.
Hixon Zuercher first reported a position in Charles Schwab in Q4 2019 and has held it in 14 quarters since.
Hixon Zuercher's Charles Schwab position peaked at $4.94M in Q4 2025.
689 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Hixon Zuercher's 13F filing for Q2 2026, filed 20 Jul 2026.