Integrated Advisors Network
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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
Q3 		$7.82M Buy
79,967
+6,330
+9% +$667K 0.36% 71
2026
Q2 		$6.79M Buy
73,637
+36,179
+97% +$3.3M 0.31% 77
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Integrated Advisors Network's SCHW Position: Q3 2026 in Review

Integrated Advisors Network increased its Charles Schwab (SCHW) stake by 8.6% in Q3 2026, buying an estimated $667K and bringing the position to 79,967 shares worth $7.82M. The position accounts for 0.36% of the portfolio, ranked #71.

Integrated Advisors Network first reported a position in SCHW in Q4 2019 and has held it in 23 quarters since. 666 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

  • Integrated Advisors Network held 79,967 shares of Charles Schwab worth $7.82M as of Q3 2026.
  • Integrated Advisors Network bought 6,330 Charles Schwab shares in Q3 2026, an estimated $667K.
  • Charles Schwab made up 0.36% of Integrated Advisors Network's portfolio in Q3 2026, its #71 holding.
  • Integrated Advisors Network first reported a position in Charles Schwab in Q4 2019 and has held it in 23 quarters since.
  • 666 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.