IA
SCHW

IFP Advisors’s Charles Schwab SCHW Stock Holding History

IFP 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
2018
Q1 		– Sell
-2,700
Closed -$139K – 3821
2017
Q4 		$139K Buy
+2,700
New +$127K 0.01% 1189

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

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. 689 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.
  • 689 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.