IFA
SCHW

Index Fund Advisors’s Charles Schwab SCHW Stock Holding History

Index Fund 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
Q1 		– Sell
-8,847
Closed -$655K – 107
2024
Q4 		$655K Buy
8,847
+143
+2% +$10.7K 0.04% 52
2024
Q3 		$564K Hold
8,704
– – 0.03% 59
2024
Q2 		$641K Hold
8,704
– – 0.04% 50
2024
Q1 		$630K Buy
8,704
+958
+12% +$63.1K 0.03% 48
2023
Q4 		$533K Buy
7,746
+512
+7% +$29.6K 0.03% 51
2023
Q3 		$397K Sell
7,234
-50
-0.7% -$3.02K 0.03% 60
2023
Q2 		$413K Buy
7,284
+50
+0.7% +$2.62K 0.03% 57
2023
Q1 		$379K Buy
7,234
+1,371
+23% +$100K 0.03% 62
2022
Q4 		$488K Buy
5,863
+619
+12% +$48K 0.03% 46
2022
Q3 		$377K Hold
5,244
– – 0.03% 57
2022
Q2 		$331K Hold
5,244
– – 0.03% 66
2022
Q1 		$442K Buy
5,244
+1,030
+24% +$90.6K 0.03% 60
2021
Q4 		$354K Buy
+4,214
New +$341K 0.03% 73

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Index Fund Advisors's SCHW Position: Q1 2025 in Review

Index Fund Advisors sold out of Charles Schwab (SCHW) in Q1 2025, closing a stake of 8,847 shares — an estimated $655K sold.

Index Fund Advisors first reported a position in SCHW in Q4 2021 and held it in 13 quarters. The position peaked at $655K in Q4 2024. 2,023 funds tracked by Wall St. Rank hold SCHW as of Q1 2025.

  • Index Fund Advisors reported no remaining Charles Schwab position as of Q1 2025 after selling out during the quarter.
  • Index Fund Advisors sold 8,847 Charles Schwab shares in Q1 2025, an estimated $655K.
  • Index Fund Advisors first reported a position in Charles Schwab in Q4 2021 and held it in 13 quarters.
  • Index Fund Advisors's Charles Schwab position peaked at $655K in Q4 2024.
  • 2,023 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2025.

Based on Index Fund Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.