IWAO
SCHW

Independence Wealth Advisors (Ohio)’s Charles Schwab SCHW Stock Holding History

Independence Wealth Advisors (Ohio)’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 		$916K Buy
9,927
+62
+0.6% +$5.65K 0.46% 36
2026
Q1 		$927K Buy
9,865
+1,254
+15% +$123K 0.49% 36
2025
Q4 		$860K Buy
+8,611
New +$817K 0.48% 35

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Independence Wealth Advisors (Ohio)'s SCHW Position: Q2 2026 in Review

Independence Wealth Advisors (Ohio) increased its Charles Schwab (SCHW) stake by 0.63% in Q2 2026, buying an estimated $5.65K and bringing the position to 9,927 shares worth $916K. The position accounts for 0.46% of the portfolio, ranked #36.

Independence Wealth Advisors (Ohio) first reported a position in SCHW in Q4 2025 and has held it in 3 quarters since. The position peaked at $927K in Q1 2026. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Independence Wealth Advisors (Ohio) held 9,927 shares of Charles Schwab worth $916K as of Q2 2026.
  • Independence Wealth Advisors (Ohio) bought 62 Charles Schwab shares in Q2 2026, an estimated $5.65K.
  • Charles Schwab made up 0.46% of Independence Wealth Advisors (Ohio)'s portfolio in Q2 2026, its #36 holding.
  • Independence Wealth Advisors (Ohio) first reported a position in Charles Schwab in Q4 2025 and has held it in 3 quarters since.
  • Independence Wealth Advisors (Ohio)'s Charles Schwab position peaked at $927K in Q1 2026.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Independence Wealth Advisors (Ohio)'s 13F filing for Q2 2026, filed 14 Aug 2026.