IAN
SCHW

Integrated Advisors Network’s Charles Schwab SCHW Stock Holding History

Integrated Advisors Network’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
Q1 		$3.52M Sell
37,458
-37,440
-50% -$3.67M 0.18% 138
2025
Q4 		$7.48M Buy
74,898
+26,427
+55% +$2.51M 0.33% 68
2025
Q3 		$4.63M Sell
48,471
-1,232
-2% -$117K 0.19% 126
2025
Q2 		$4.53M Sell
49,703
-6,654
-12% -$557K 0.2% 123
2025
Q1 		$4.41M Buy
56,357
+41,565
+281% +$3.26M 0.22% 106
2024
Q4 		$1.09M Sell
14,792
-2,171
-13% -$162K 0.05% 294
2024
Q3 		$1.1M Sell
16,963
-40,303
-70% -$2.65M 0.05% 300
2024
Q2 		$4.22M Buy
57,266
+4,514
+9% +$333K 0.22% 121
2024
Q1 		$3.82M Buy
52,752
+17,445
+49% +$1.15M 0.19% 143
2023
Q4 		$2.43M Buy
35,307
+23,428
+197% +$1.35M 0.14% 181
2023
Q3 		$652K Sell
11,879
-347
-3% -$21K 0.04% 360
2023
Q2 		$693K Buy
12,226
+1,790
+17% +$93.8K 0.04% 359
2023
Q1 		$547K Sell
10,436
-4,257
-29% -$312K 0.03% 405
2022
Q4 		$1.22M Buy
14,693
+11,121
+311% +$863K 0.08% 253
2022
Q3 		$257K Buy
3,572
+168
+5% +$11.7K 0.02% 539
2022
Q2 		$215K Sell
3,404
-753
-18% -$51.9K 0.01% 603
2022
Q1 		$350K Sell
4,157
-26
-0.6% -$2.29K 0.02% 514
2021
Q4 		$352K Buy
4,183
+864
+26% +$69.9K 0.02% 491
2021
Q3 		$242K Buy
+3,319
New +$237K 0.02% 552
2020
Q2 		– Sell
-6,354
Closed -$214K – 461
2020
Q1 		$214K Buy
6,354
+298
+5% +$12.5K 0.04% 338
2019
Q4 		$288K Buy
+6,056
New +$267K 0.04% 336

Other funds holding SCHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Integrated Advisors Network's SCHW Position: Q1 2026 in Review

Integrated Advisors Network reduced its Charles Schwab (SCHW) stake by 50% in Q1 2026, selling an estimated $3.67M and leaving 37,458 shares worth $3.52M. The position accounts for 0.18% of the portfolio, ranked #138.

Integrated Advisors Network first reported a position in SCHW in Q4 2019 and has held it in 21 quarters since. The position peaked at $7.48M in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Integrated Advisors Network held 37,458 shares of Charles Schwab worth $3.52M as of Q1 2026.
  • Integrated Advisors Network sold 37,440 Charles Schwab shares in Q1 2026, an estimated $3.67M.
  • Charles Schwab made up 0.18% of Integrated Advisors Network's portfolio in Q1 2026, its #138 holding.
  • Integrated Advisors Network first reported a position in Charles Schwab in Q4 2019 and has held it in 21 quarters since.
  • Integrated Advisors Network's Charles Schwab position peaked at $7.48M in Q4 2025.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.