IA
SCHW

Inspire Advisors’s Charles Schwab SCHW Stock Holding History

Inspire 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
Q2 		– Sell
-11,576
Closed -$906K – 554
2025
Q1 		$906K Sell
11,576
-8,232
-42% -$646K 0.1% 130
2024
Q4 		$1.47M Buy
19,808
+678
+4% +$50.7K 0.18% 85
2024
Q3 		$1.24M Buy
19,130
+452
+2% +$29.7K 0.15% 100
2024
Q2 		$1.38M Buy
18,678
+31
+0.2% +$2.29K 0.18% 78
2024
Q1 		$1.35M Buy
18,647
+1,316
+8% +$86.7K 0.19% 46
2023
Q4 		$1.19M Buy
17,331
+7,201
+71% +$416K 0.18% 52
2023
Q3 		$556K Buy
10,130
+1,732
+21% +$105K 0.1% 121
2023
Q2 		$476K Buy
+8,398
New +$440K 0.09% 100
2021
Q1 		– Sell
-108
Closed -$6K – 601
2020
Q4 		$6K Buy
+108
New +$4.89K ﹤0.01% 586

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Inspire Advisors's SCHW Position: Q2 2025 in Review

Inspire Advisors sold out of Charles Schwab (SCHW) in Q2 2025, closing a stake of 11,576 shares — an estimated $906K sold.

Inspire Advisors first reported a position in SCHW in Q4 2020 and held it in 9 quarters. The position peaked at $1.47M in Q4 2024. 2,139 funds tracked by Wall St. Rank hold SCHW as of Q2 2025.

  • Inspire Advisors reported no remaining Charles Schwab position as of Q2 2025 after selling out during the quarter.
  • Inspire Advisors sold 11,576 Charles Schwab shares in Q2 2025, an estimated $906K.
  • Inspire Advisors first reported a position in Charles Schwab in Q4 2020 and held it in 9 quarters.
  • Inspire Advisors's Charles Schwab position peaked at $1.47M in Q4 2024.
  • 2,139 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2025.

Based on Inspire Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.