HVIA
SCHW

Hudson Valley Investment Advisors’s Charles Schwab SCHW Stock Holding History

Hudson Valley Investment 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 		$4.97M Buy
53,830
+3,285
+6% +$300K 0.6% 42
2026
Q1 		$4.75M Sell
50,545
-10,253
-17% -$1.01M 0.62% 45
2025
Q4 		$6.07M Sell
60,798
-6,014
-9% -$571K 0.67% 40
2025
Q3 		$6.38M Sell
66,812
-616
-0.9% -$58.5K 0.66% 48
2025
Q2 		$6.15M Buy
67,428
+5,341
+9% +$447K 0.67% 46
2025
Q1 		$4.86M Buy
62,087
+3,974
+7% +$312K 0.58% 52
2024
Q4 		$4.3M Buy
58,113
+8,156
+16% +$610K 0.49% 56
2024
Q3 		$3.24M Buy
+49,957
New +$3.28M 0.36% 70
2023
Q1 		– Sell
-3,372
Closed -$281K – 221
2022
Q4 		$281K Hold
3,372
– – 0.04% 190
2022
Q3 		$242K Hold
3,372
– – 0.04% 189
2022
Q2 		$213K Buy
3,372
+3
+0.1% +$207 0.03% 188
2022
Q1 		$284K Buy
3,369
+518
+18% +$45.6K 0.04% 185
2021
Q4 		$240K Hold
2,851
– – 0.04% 168
2021
Q3 		$208K Hold
2,851
– – 0.04% 169
2021
Q2 		$208K Sell
2,851
-450
-14% -$31.8K 0.04% 161
2021
Q1 		$215K Buy
+3,301
New +$200K 0.04% 158
2020
Q1 		– Sell
-5,141
Closed -$245K – 165
2019
Q4 		$245K Sell
5,141
-95
-2% -$4.19K 0.05% 144
2019
Q3 		$219K Buy
5,236
+245
+5% +$9.89K 0.05% 146
2019
Q2 		$201K Sell
4,991
-200
-4% -$8.72K 0.05% 157
2019
Q1 		$222K Sell
5,191
-4,096
-44% -$185K 0.05% 138
2018
Q4 		$386K Buy
9,287
+821
+10% +$37.1K 0.09% 121
2018
Q3 		$416K Hold
8,466
– – 0.1% 116
2018
Q2 		$433K Sell
8,466
-130
-2% -$7.2K 0.11% 114
2018
Q1 		$449K Sell
8,596
-300
-3% -$16.1K 0.11% 114
2017
Q4 		$457K Sell
8,896
-300
-3% -$14.1K 0.11% 112
2017
Q3 		$402K Hold
9,196
– – 0.1% 118
2017
Q2 		$395K Sell
9,196
-300
-3% -$12K 0.11% 117
2017
Q1 		$388K Sell
9,496
-775
-8% -$32K 0.11% 119
2016
Q4 		$405K Sell
10,271
-1,500
-13% -$53.6K 0.12% 116
2016
Q3 		$372K Sell
11,771
-3,150
-21% -$92.4K 0.12% 119
2016
Q2 		$378K Sell
14,921
-375
-2% -$10.7K 0.12% 115
2016
Q1 		$429K Sell
15,296
-350
-2% -$9.24K 0.14% 108
2015
Q4 		$515K Buy
15,646
+100
+0.6% +$3.16K 0.16% 109
2015
Q3 		$444K Sell
15,546
-250
-2% -$8.02K 0.14% 111
2015
Q2 		$516K Buy
15,796
+225
+1% +$7.11K 0.16% 99
2015
Q1 		$474K Buy
15,571
+2,100
+16% +$60.9K 0.16% 96
2014
Q4 		$407K Buy
13,471
+865
+7% +$24.6K 0.17% 91
2014
Q3 		$370K Buy
12,606
+1,557
+14% +$44.1K 0.16% 92
2014
Q2 		$298K Sell
11,049
-576
-5% -$15.1K 0.13% 101
2014
Q1 		$318K Buy
11,625
+408
+4% +$10.7K 0.14% 101
2013
Q4 		$292K Buy
11,217
+236
+2% +$5.63K 0.13% 105
2013
Q3 		$232K Sell
10,981
-414
-4% -$9K 0.11% 113
2013
Q2 		$242K Buy
+11,395
New +$211K 0.12% 109

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

Hudson Valley Investment Advisors's SCHW Position: Q2 2026 in Review

Hudson Valley Investment Advisors increased its Charles Schwab (SCHW) stake by 6.5% in Q2 2026, buying an estimated $300K and bringing the position to 53,830 shares worth $4.97M. The position accounts for 0.6% of the portfolio, ranked #42.

Hudson Valley Investment Advisors first reported a position in SCHW in Q2 2013 and has held it in 43 quarters since. The position peaked at $6.38M in Q3 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Hudson Valley Investment Advisors held 53,830 shares of Charles Schwab worth $4.97M as of Q2 2026.
  • Hudson Valley Investment Advisors bought 3,285 Charles Schwab shares in Q2 2026, an estimated $300K.
  • Charles Schwab made up 0.6% of Hudson Valley Investment Advisors's portfolio in Q2 2026, its #42 holding.
  • Hudson Valley Investment Advisors first reported a position in Charles Schwab in Q2 2013 and has held it in 43 quarters since.
  • Hudson Valley Investment Advisors's Charles Schwab position peaked at $6.38M in Q3 2025.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Hudson Valley Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.