IIA
SCHW

IPG Investment Advisors’s Charles Schwab SCHW Stock Holding History

IPG Investment 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
Q4 		– Sell
-16,413
Closed -$1.57M – 246
2025
Q3 		$1.57M Buy
16,413
+127
+0.8% +$12.1K 0.28% 79
2025
Q2 		$1.49M Buy
+16,286
New +$1.36M 0.29% 62

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

IPG Investment Advisors's SCHW Position: Q4 2025 in Review

IPG Investment Advisors sold out of Charles Schwab (SCHW) in Q4 2025, closing a stake of 16,413 shares — an estimated $1.57M sold.

IPG Investment Advisors first reported a position in SCHW in Q2 2025 and held it in 2 quarters. The position peaked at $1.57M in Q3 2025. 2,326 funds tracked by Wall St. Rank hold SCHW as of Q4 2025.

  • IPG Investment Advisors reported no remaining Charles Schwab position as of Q4 2025 after selling out during the quarter.
  • IPG Investment Advisors sold 16,413 Charles Schwab shares in Q4 2025, an estimated $1.57M.
  • IPG Investment Advisors first reported a position in Charles Schwab in Q2 2025 and held it in 2 quarters.
  • IPG Investment Advisors's Charles Schwab position peaked at $1.57M in Q3 2025.
  • 2,326 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2025.

Based on IPG Investment Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.