JFS Wealth Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.16M | Sell |
23,357
-632
| -3% | -$57.6K | 0.11% | 111 |
|
|
2026
Q1 | $2.25M | Sell |
23,989
-637
| -3% | -$62.5K | 0.13% | 102 |
|
|
2025
Q4 | $2.46M | Buy |
24,626
+107
| +0.4% | +$10.2K | 0.14% | 95 |
|
|
2025
Q3 | $2.34M | Sell |
24,519
-444
| -2% | -$42.1K | 0.14% | 100 |
|
|
2025
Q2 | $2.28M | Sell |
24,963
-288
| -1% | -$24.1K | 0.15% | 93 |
|
|
2025
Q1 | $1.98M | Buy |
25,251
+226
| +0.9% | +$17.7K | 0.13% | 95 |
|
|
2024
Q4 | $1.85M | Sell |
25,025
-10
| -0% | -$748 | 0.13% | 95 |
|
|
2024
Q3 | $1.62M | Buy |
25,035
+24,643
| +6,286% | +$1.62M | 0.11% | 109 |
|
|
2024
Q2 | $28.9K | Sell |
392
-7
| -2% | -$517 | ﹤0.01% | 516 |
|
|
2024
Q1 | $28.9K | Sell |
399
-23
| -5% | -$1.51K | ﹤0.01% | 543 |
|
|
2023
Q4 | $29K | Sell |
422
-107
| -20% | -$6.18K | ﹤0.01% | 507 |
|
|
2023
Q3 | $29K | Sell |
529
-39
| -7% | -$2.36K | ﹤0.01% | 463 |
|
|
2023
Q2 | $32.2K | Sell |
568
-492
| -46% | -$25.8K | ﹤0.01% | 436 |
|
|
2023
Q1 | $55.5K | Buy |
1,060
+632
| +148% | +$46.3K | 0.01% | 356 |
|
|
2022
Q4 | $35.6K | Sell |
428
-13
| -3% | -$1.01K | ﹤0.01% | 414 |
|
|
2022
Q3 | $32K | Sell |
441
-51
| -10% | -$3.54K | ﹤0.01% | 465 |
|
|
2022
Q2 | $31K | Buy |
492
+93
| +23% | +$6.41K | ﹤0.01% | 496 |
|
|
2022
Q1 | $34K | Buy |
399
+135
| +51% | +$11.9K | ﹤0.01% | 499 |
|
|
2021
Q4 | $22K | Buy |
264
+148
| +128% | +$12K | ﹤0.01% | 552 |
|
|
2021
Q3 | $8K | Buy |
116
+26
| +29% | +$1.86K | ﹤0.01% | 677 |
|
|
2021
Q2 | $7K | Hold |
90
| – | – | ﹤0.01% | 474 |
|
|
2021
Q1 | $6K | Hold |
90
| – | – | ﹤0.01% | 459 |
|
|
2020
Q4 | $5K | Buy |
+90
| New | +$4.07K | ﹤0.01% | 473 |
|
|
2018
Q2 | – | Sell |
-65
| Closed | -$3K | – | 535 |
|
|
2018
Q1 | $3K | Hold |
65
| – | – | ﹤0.01% | 461 |
|
|
2017
Q4 | $3K | Buy |
+65
| New | +$3.05K | ﹤0.01% | 470 |
|
|
2015
Q3 | – | Sell |
-85
| Closed | -$3K | – | 555 |
|
|
2015
Q2 | $3K | Sell |
85
-21
| -20% | -$664 | ﹤0.01% | 449 |
|
|
2015
Q1 | $3K | Sell |
106
-500
| -83% | -$14.5K | ﹤0.01% | 448 |
|
|
2014
Q4 | $18K | Hold |
606
| – | – | ﹤0.01% | 303 |
|
|
2014
Q3 | $18K | Sell |
606
-17
| -3% | -$481 | ﹤0.01% | 275 |
|
|
2014
Q2 | $17K | Buy |
+623
| New | +$16.4K | ﹤0.01% | 274 |
|
Other funds holding SCHW
JFS Wealth Advisors's SCHW Position: Q2 2026 in Review
JFS Wealth Advisors reduced its Charles Schwab (SCHW) stake by 2.6% in Q2 2026, selling an estimated $57.6K and leaving 23,357 shares worth $2.16M. The position accounts for 0.11% of the portfolio, ranked #111.
JFS Wealth Advisors first reported a position in SCHW in Q2 2014 and has held it in 30 quarters since. The position peaked at $2.46M in Q4 2025. 2,312 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.
- JFS Wealth Advisors held 23,357 shares of Charles Schwab worth $2.16M as of Q2 2026.
- JFS Wealth Advisors sold 632 Charles Schwab shares in Q2 2026, an estimated $57.6K.
- Charles Schwab made up 0.11% of JFS Wealth Advisors's portfolio in Q2 2026, its #111 holding.
- JFS Wealth Advisors first reported a position in Charles Schwab in Q2 2014 and has held it in 30 quarters since.
- JFS Wealth Advisors's Charles Schwab position peaked at $2.46M in Q4 2025.
- 2,312 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.
Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.