HFA
SCHW

Hutchinson Financial Advisors’s Charles Schwab SCHW Stock Holding History

Hutchinson Financial 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
2025
Q3 		$2.42M Buy
25,347
+578
+2% +$54.9K 2.38% 15
2025
Q2 		$2.26M Buy
+24,769
New +$2.07M 2.53% 15

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hutchinson Financial Advisors's SCHW Position: Q3 2025 in Review

Hutchinson Financial Advisors increased its Charles Schwab (SCHW) stake by 2.3% in Q3 2025, buying an estimated $54.9K and bringing the position to 25,347 shares worth $2.42M. The position accounts for 2.38% of the portfolio, ranked #15.

Hutchinson Financial Advisors first reported a position in SCHW in Q2 2025 and has held it in 2 quarters since. 2,169 funds tracked by Wall St. Rank hold SCHW as of Q3 2025.

  • Hutchinson Financial Advisors held 25,347 shares of Charles Schwab worth $2.42M as of Q3 2025.
  • Hutchinson Financial Advisors bought 578 Charles Schwab shares in Q3 2025, an estimated $54.9K.
  • Charles Schwab made up 2.38% of Hutchinson Financial Advisors's portfolio in Q3 2025, its #15 holding.
  • Hutchinson Financial Advisors first reported a position in Charles Schwab in Q2 2025 and has held it in 2 quarters since.
  • 2,169 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2025.

Based on Hutchinson Financial Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.