IFG Advisory’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-34,064
| Closed | -$3.4M | – | 770 |
|
|
2025
Q4 | $3.4M | Buy |
34,064
+284
| +0.8% | +$26.9K | 0.15% | 171 |
|
|
2025
Q3 | $3.23M | Buy |
33,780
+265
| +0.8% | +$25.2K | 0.15% | 170 |
|
|
2025
Q2 | $3.06M | Buy |
33,515
+301
| +0.9% | +$25.2K | 0.15% | 170 |
|
|
2025
Q1 | $2.6M | Sell |
33,214
-112
| -0.3% | -$8.79K | 0.14% | 179 |
|
|
2024
Q4 | $2.47M | Sell |
33,326
-47
| -0.1% | -$3.52K | 0.14% | 179 |
|
|
2024
Q3 | $2.16M | Sell |
33,373
-303
| -0.9% | -$19.9K | 0.14% | 191 |
|
|
2024
Q2 | $2.48M | Sell |
33,676
-135
| -0.4% | -$9.97K | 0.16% | 162 |
|
|
2024
Q1 | $2.45M | Sell |
33,811
-68
| -0.2% | -$4.48K | 0.18% | 157 |
|
|
2023
Q4 | $2.33M | Buy |
33,879
+259
| +0.8% | +$15K | 0.17% | 155 |
|
|
2023
Q3 | $1.85M | Sell |
33,620
-521
| -2% | -$31.5K | 0.16% | 174 |
|
|
2023
Q2 | $1.94M | Buy |
34,141
+29,382
| +617% | +$1.54M | 0.17% | 172 |
|
|
2023
Q1 | $249K | Sell |
4,759
-1,284
| -21% | -$94K | 0.02% | 449 |
|
|
2022
Q4 | $503K | Sell |
6,043
-132
| -2% | -$10.2K | 0.05% | 307 |
|
|
2022
Q3 | $443K | Buy |
6,175
+144
| +2% | +$10K | 0.04% | 339 |
|
|
2022
Q2 | $381K | Sell |
6,031
-1,235
| -17% | -$85.2K | 0.04% | 332 |
|
|
2022
Q1 | $612K | Sell |
7,266
-9,581
| -57% | -$843K | 0.06% | 276 |
|
|
2021
Q4 | $1.42M | Sell |
16,847
-182
| -1% | -$14.7K | 0.14% | 170 |
|
|
2021
Q3 | $1.24M | Sell |
17,029
-151
| -0.9% | -$10.8K | 0.13% | 177 |
|
|
2021
Q2 | $1.25M | Sell |
17,180
-848
| -5% | -$60K | 0.14% | 174 |
|
|
2021
Q1 | $1.18M | Sell |
18,028
-36
| -0.2% | -$2.18K | 0.15% | 167 |
|
|
2020
Q4 | $958K | Sell |
18,064
-68
| -0.4% | -$3.08K | 0.13% | 176 |
|
|
2020
Q3 | $656K | Buy |
18,132
+194
| +1% | +$6.75K | 0.11% | 202 |
|
|
2020
Q2 | $605K | Buy |
17,938
+9,130
| +104% | +$327K | 0.11% | 200 |
|
|
2020
Q1 | $296K | Buy |
8,808
+776
| +10% | +$32.6K | 0.07% | 267 |
|
|
2019
Q4 | $382K | Buy |
8,032
+24
| +0.3% | +$1.06K | 0.07% | 277 |
|
|
2019
Q3 | $334K | Sell |
8,008
-1,247
| -13% | -$50.3K | 0.06% | 281 |
|
|
2019
Q2 | $371K | Buy |
9,255
+422
| +5% | +$18.4K | 0.07% | 241 |
|
|
2019
Q1 | $377K | Sell |
8,833
-363
| -4% | -$16.4K | 0.07% | 231 |
|
|
2018
Q4 | $381K | Sell |
9,196
-888
| -9% | -$40.2K | 0.09% | 215 |
|
|
2018
Q3 | $495K | Sell |
10,084
-3
| -0% | -$153 | 0.09% | 209 |
|
|
2018
Q2 | $515K | Buy |
10,087
+1,026
| +11% | +$56.8K | 0.11% | 187 |
|
|
2018
Q1 | $473K | Buy |
9,061
+74
| +0.8% | +$3.97K | 0.11% | 187 |
|
|
2017
Q4 | $461K | Buy |
+8,987
| New | +$422K | 0.1% | 190 |
|
Other funds holding SCHW
VCM
VPM
IFG Advisory's SCHW Position: Q1 2026 in Review
IFG Advisory sold out of Charles Schwab (SCHW) in Q1 2026, closing a stake of 34,064 shares — an estimated $3.4M sold.
IFG Advisory first reported a position in SCHW in Q4 2017 and held it in 33 quarters. The position peaked at $3.4M in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.
- IFG Advisory reported no remaining Charles Schwab position as of Q1 2026 after selling out during the quarter.
- IFG Advisory sold 34,064 Charles Schwab shares in Q1 2026, an estimated $3.4M.
- IFG Advisory first reported a position in Charles Schwab in Q4 2017 and held it in 33 quarters.
- IFG Advisory's Charles Schwab position peaked at $3.4M in Q4 2025.
- 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.
Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.