HFS
SCHW

Hughes Financial Services’s Charles Schwab SCHW Stock Holding History

Hughes Financial Services’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 		$55.8K Buy
605
+67
+12% +$6.11K 0.01% 169
2026
Q1 		$50.6K Sell
538
-5
-0.9% -$490 0.01% 161
2025
Q4 		$54.3K Hold
543
– – 0.01% 151
2025
Q3 		$51.9K Hold
543
– – 0.01% 151
2025
Q2 		$52.5K Buy
543
+30
+6% +$2.51K 0.01% 151
2025
Q1 		$39.8K Buy
+513
New +$40.3K 0.01% 170

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
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Hughes Financial Services's SCHW Position: Q2 2026 in Review

Hughes Financial Services increased its Charles Schwab (SCHW) stake by 12% in Q2 2026, buying an estimated $6.11K and bringing the position to 605 shares worth $55.8K. The position accounts for 0.01% of the portfolio, ranked #169.

Hughes Financial Services first reported a position in SCHW in Q1 2025 and has held it in 6 quarters since. 616 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Hughes Financial Services held 605 shares of Charles Schwab worth $55.8K as of Q2 2026.
  • Hughes Financial Services bought 67 Charles Schwab shares in Q2 2026, an estimated $6.11K.
  • Charles Schwab made up 0.01% of Hughes Financial Services's portfolio in Q2 2026, its #169 holding.
  • Hughes Financial Services first reported a position in Charles Schwab in Q1 2025 and has held it in 6 quarters since.
  • 616 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.