JTF
SCHW

J. Team Financial’s Charles Schwab SCHW Stock Holding History

J. Team Financial’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 		$617K Buy
6,684
+341
+5% +$31.1K 0.6% 37
2026
Q1 		$596K Sell
6,343
-951
-13% -$93.3K 0.67% 40
2025
Q4 		$729K Buy
7,294
+1,784
+32% +$169K 0.73% 36
2025
Q3 		$526K Buy
+5,510
New +$523K 0.53% 39

Other funds holding SCHW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

J. Team Financial's SCHW Position: Q2 2026 in Review

J. Team Financial increased its Charles Schwab (SCHW) stake by 5.4% in Q2 2026, buying an estimated $31.1K and bringing the position to 6,684 shares worth $617K. The position accounts for 0.6% of the portfolio, ranked #37.

J. Team Financial first reported a position in SCHW in Q3 2025 and has held it in 4 quarters since. The position peaked at $729K in Q4 2025. 1,301 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • J. Team Financial held 6,684 shares of Charles Schwab worth $617K as of Q2 2026.
  • J. Team Financial bought 341 Charles Schwab shares in Q2 2026, an estimated $31.1K.
  • Charles Schwab made up 0.6% of J. Team Financial's portfolio in Q2 2026, its #37 holding.
  • J. Team Financial first reported a position in Charles Schwab in Q3 2025 and has held it in 4 quarters since.
  • J. Team Financial's Charles Schwab position peaked at $729K in Q4 2025.
  • 1,301 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on J. Team Financial's 13F filing for Q2 2026, filed 27 Jul 2026.