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
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

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

Integrated Advisors Network's SCHW Position: Q2 2026 in Review

Integrated Advisors Network increased its Charles Schwab (SCHW) stake by 97% in Q2 2026, buying an estimated $3.3M and bringing the position to 73,637 shares worth $6.79M. The position accounts for 0.31% of the portfolio, ranked #77.

Integrated Advisors Network first reported a position in SCHW in Q4 2019 and has held it in 22 quarters since. The position peaked at $7.48M in Q4 2025. 2,311 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Integrated Advisors Network held 73,637 shares of Charles Schwab worth $6.79M as of Q2 2026.
  • Integrated Advisors Network bought 36,179 Charles Schwab shares in Q2 2026, an estimated $3.3M.
  • Charles Schwab made up 0.31% of Integrated Advisors Network's portfolio in Q2 2026, its #77 holding.
  • Integrated Advisors Network first reported a position in Charles Schwab in Q4 2019 and has held it in 22 quarters since.
  • Integrated Advisors Network's Charles Schwab position peaked at $7.48M in Q4 2025.
  • 2,311 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Integrated Advisors Network's 13F filing for Q2 2026, filed 11 Aug 2026.