Investor's Fiduciary Advisor Network’s Charles Schwab SCHW Stock Holding History

Investor's Fiduciary Advisor 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	$638K	Sell	6,924 -3,853	-36%	-$351K	0.22%	102
2026 Q1	$1.01M	Sell	10,777 -1,434	-12%	-$141K	0.31%	88
2025 Q4	$1.22M	Buy	12,211 +737	+6%	+$69.9K	0.26%	90
2025 Q3	$1.09M	Sell	11,474 -528	-4%	-$50.1K	0.37%	77
2025 Q2	$1.09M	Sell	12,002 -3,433	-22%	-$287K	0.41%	69
2025 Q1	$1.21M	Sell	15,435 -1,046	-6%	-$82.1K	0.57%	54
2024 Q4	$1.22M	Buy	+16,481	New	+$1.23M	0.47%	59

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Investor's Fiduciary Advisor Network's SCHW Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network reduced its Charles Schwab (SCHW) stake by 36% in Q2 2026, selling an estimated $351K and leaving 6,924 shares worth $638K. The position accounts for 0.22% of the portfolio, ranked #102.

Investor's Fiduciary Advisor Network first reported a position in SCHW in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.22M in Q4 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Investor's Fiduciary Advisor Network held 6,924 shares of Charles Schwab worth $638K as of Q2 2026.
Investor's Fiduciary Advisor Network sold 3,853 Charles Schwab shares in Q2 2026, an estimated $351K.
Charles Schwab made up 0.22% of Investor's Fiduciary Advisor Network's portfolio in Q2 2026, its #102 holding.
Investor's Fiduciary Advisor Network first reported a position in Charles Schwab in Q4 2024 and has held it in 7 quarters since.
Investor's Fiduciary Advisor Network's Charles Schwab position peaked at $1.22M in Q4 2025.
2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.