IFP Advisors’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
Q2 | $5.78M | Sell |
62,623
-1,191
| -2% | -$109K | 0.1% | 214 |
|
|
2026
Q1 | $6M | Buy |
63,814
+13,329
| +26% | +$1.31M | 0.12% | 189 |
|
|
2025
Q4 | $5.04M | Buy |
50,485
+29,785
| +144% | +$2.83M | 0.11% | 194 |
|
|
2025
Q3 | $1.98M | Buy |
20,700
+602
| +3% | +$57.1K | 0.05% | 385 |
|
|
2025
Q2 | $1.83M | Sell |
20,098
-2,343
| -10% | -$196K | 0.05% | 376 |
|
|
2025
Q1 | $1.76M | Buy |
22,441
+478
| +2% | +$37.5K | 0.05% | 385 |
|
|
2024
Q4 | $1.63M | Buy |
21,963
+78
| +0.4% | +$5.84K | 0.05% | 383 |
|
|
2024
Q3 | $1.42M | Buy |
21,885
+695
| +3% | +$45.7K | 0.05% | 391 |
|
|
2024
Q2 | $1.56M | Sell |
21,190
-719
| -3% | -$53.1K | 0.06% | 322 |
|
|
2024
Q1 | $1.58M | Sell |
21,909
-6,350
| -22% | -$418K | 0.07% | 300 |
|
|
2023
Q4 | $1.94M | Sell |
28,259
-20,454
| -42% | -$1.18M | 0.09% | 240 |
|
|
2023
Q3 | $2.67M | Buy |
48,713
+20,745
| +74% | +$1.25M | 0.12% | 171 |
|
|
2023
Q2 | $1.59M | Buy |
27,968
+6,621
| +31% | +$347K | 0.07% | 304 |
|
|
2023
Q1 | $801K | Buy |
21,347
+9,053
| +74% | +$663K | 0.03% | 450 |
|
|
2022
Q4 | $509K | Sell |
12,294
-2,583
| -17% | -$200K | 0.01% | 892 |
|
|
2022
Q3 | $650K | Buy |
14,877
+2,524
| +20% | +$175K | 0.02% | 803 |
|
|
2022
Q2 | $551K | Hold |
12,353
| – | – | 0.02% | 806 |
|
|
2022
Q1 | $551K | Buy |
12,353
+1,978
| +19% | +$174K | 0.02% | 806 |
|
|
2021
Q4 | $887K | Buy |
10,375
+428
| +4% | +$34.6K | 0.02% | 434 |
|
|
2021
Q3 | $733K | Buy |
9,947
+2,302
| +30% | +$164K | 0.01% | 480 |
|
|
2021
Q2 | $562K | Sell |
7,645
-1,171
| -13% | -$82.9K | 0.01% | 514 |
|
|
2021
Q1 | $574K | Sell |
8,816
-101
| -1% | -$6.12K | 0.01% | 476 |
|
|
2020
Q4 | $476K | Buy |
8,917
+4,712
| +112% | +$213K | 0.02% | 525 |
|
|
2020
Q3 | $153K | Buy |
4,205
+307
| +8% | +$10.7K | 0.01% | 802 |
|
|
2020
Q2 | $130K | Sell |
3,898
-809
| -17% | -$29K | 0.01% | 828 |
|
|
2020
Q1 | $155K | Buy |
4,707
+357
| +8% | +$15K | 0.02% | 664 |
|
|
2019
Q4 | $204K | Sell |
4,350
-2,019
| -32% | -$89K | 0.02% | 656 |
|
|
2019
Q3 | $255K | Buy |
+6,369
| New | +$257K | 0.02% | 689 |
|
|
2019
Q1 | $75K | Sell |
1,752
-6,291
| -78% | -$284K | 0.01% | 802 |
|
|
2018
Q4 | $330K | Sell |
8,043
-194
| -2% | -$8.78K | 0.02% | 677 |
|
|
2018
Q3 | $405K | Buy |
8,237
+1,281
| +18% | +$65.4K | 0.02% | 762 |
|
|
2018
Q2 | $355K | Sell |
6,956
-3,024
| -30% | -$167K | 0.01% | 807 |
|
|
2018
Q1 | $513K | Buy |
9,980
+2,700
| +37% | +$145K | 0.02% | 614 |
|
|
2017
Q4 | $374K | Sell |
7,280
-426
| -6% | -$20K | 0.02% | 741 |
|
|
2017
Q3 | $337K | Sell |
7,706
-43
| -0.6% | -$1.78K | 0.01% | 870 |
|
|
2017
Q2 | $333K | Buy |
7,749
+1,623
| +26% | +$65K | 0.01% | 860 |
|
|
2017
Q1 | $250K | Sell |
6,126
-2,539
| -29% | -$105K | 0.01% | 1009 |
|
|
2016
Q4 | $342K | Sell |
8,665
-2,269
| -21% | -$81.1K | 0.02% | 798 |
|
|
2016
Q3 | $345K | Sell |
10,934
-4,564
| -29% | -$134K | 0.02% | 739 |
|
|
2016
Q2 | $392K | Buy |
15,498
+13,746
| +785% | +$391K | 0.02% | 647 |
|
|
2016
Q1 | $75K | Sell |
1,752
-9,610
| -85% | -$254K | 0.01% | 802 |
|
|
2015
Q4 | $374K | Buy |
+11,362
| New | +$360K | 0.03% | 575 |
|
Other funds holding SCHW
IFP Advisors's SCHW Position: Q2 2026 in Review
IFP Advisors reduced its Charles Schwab (SCHW) stake by 1.9% in Q2 2026, selling an estimated $109K and leaving 62,623 shares worth $5.78M. The position accounts for 0.1% of the portfolio, ranked #214.
IFP Advisors first reported a position in SCHW in Q4 2015 and has held it in 42 quarters since. The position peaked at $6M in Q1 2026. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.
- IFP Advisors held 62,623 shares of Charles Schwab worth $5.78M as of Q2 2026.
- IFP Advisors sold 1,191 Charles Schwab shares in Q2 2026, an estimated $109K.
- Charles Schwab made up 0.1% of IFP Advisors's portfolio in Q2 2026, its #214 holding.
- IFP Advisors first reported a position in Charles Schwab in Q4 2015 and has held it in 42 quarters since.
- IFP Advisors's Charles Schwab position peaked at $6M in Q1 2026.
- 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.