Laffer Tengler Investments’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-4,202
| Closed | -$401K | – | 185 |
|
|
2025
Q3 | $401K | Buy |
4,202
+177
| +4% | +$16.8K | 0.06% | 129 |
|
|
2025
Q2 | $367K | Hold |
4,025
| – | – | 0.07% | 135 |
|
|
2025
Q1 | $315K | Hold |
4,025
| – | – | 0.07% | 108 |
|
|
2024
Q4 | $298K | Hold |
4,025
| – | – | 0.06% | 113 |
|
|
2024
Q3 | $261K | Hold |
4,025
| – | – | 0.05% | 155 |
|
|
2024
Q2 | $297K | Hold |
4,025
| – | – | 0.06% | 144 |
|
|
2024
Q1 | $291K | Hold |
4,025
| – | – | 0.08% | 128 |
|
|
2023
Q4 | $277K | Hold |
4,025
| – | – | 0.07% | 123 |
|
|
2023
Q3 | $221K | Sell |
4,025
-14,326
| -78% | -$866K | 0.07% | 131 |
|
|
2023
Q2 | $1.04M | Buy |
18,351
+4,874
| +36% | +$255K | 0.28% | 94 |
|
|
2023
Q1 | $706K | Buy |
13,477
+576
| +4% | +$42.2K | 0.19% | 121 |
|
|
2022
Q4 | $1.07M | Buy |
12,901
+288
| +2% | +$22.4K | 0.31% | 92 |
|
|
2022
Q3 | $906K | Buy |
12,613
+288
| +2% | +$20K | 0.33% | 95 |
|
|
2022
Q2 | $779K | Buy |
12,325
+8,363
| +211% | +$577K | 0.27% | 108 |
|
|
2022
Q1 | $334K | Hold |
3,962
| – | – | 0.1% | 156 |
|
|
2021
Q4 | $333K | Hold |
3,962
| – | – | 0.1% | 164 |
|
|
2021
Q3 | $289K | Buy |
+3,962
| New | +$283K | 0.08% | 183 |
|
|
2021
Q2 | – | Sell |
-3,962
| Closed | -$258K | – | 386 |
|
|
2021
Q1 | $258K | Hold |
3,962
| – | – | 0.1% | 131 |
|
|
2020
Q4 | $208K | Hold |
3,962
| – | – | 0.09% | 147 |
|
|
2020
Q3 | $144K | Hold |
3,962
| – | – | 0.07% | 158 |
|
|
2020
Q2 | $134K | Buy |
+3,962
| New | +$142K | 0.08% | 147 |
|
|
2019
Q2 | – | Sell |
-55,684
| Closed | -$2.38M | – | 166 |
|
|
2019
Q1 | $2.38M | Hold |
55,684
| – | – | 0.64% | 66 |
|
|
2018
Q4 | $2.31M | Hold |
55,684
| – | – | 0.68% | 59 |
|
|
2018
Q3 | $2.74M | Hold |
55,684
| – | – | 0.68% | 49 |
|
|
2018
Q2 | $2.85M | Hold |
55,684
| – | – | 0.73% | 35 |
|
|
2018
Q1 | $2.91M | Buy |
55,684
+2,134
| +4% | +$114K | 0.72% | 35 |
|
|
2017
Q4 | $2.75M | Hold |
53,550
| – | – | 0.69% | 40 |
|
|
2017
Q3 | $2.34M | Sell |
53,550
-3,580
| -6% | -$149K | 0.62% | 50 |
|
|
2017
Q2 | $2.45M | Hold |
57,130
| – | – | 0.63% | 42 |
|
|
2017
Q1 | $2.33M | Hold |
57,130
| – | – | 0.61% | 45 |
|
|
2016
Q4 | $2.25M | Buy |
+57,130
| New | +$2.04M | 0.61% | 42 |
|
Other funds holding SCHW
Laffer Tengler Investments's SCHW Position: Q4 2025 in Review
Laffer Tengler Investments sold out of Charles Schwab (SCHW) in Q4 2025, closing a stake of 4,202 shares — an estimated $401K sold.
Laffer Tengler Investments first reported a position in SCHW in Q4 2016 and held it in 31 quarters. The position peaked at $2.91M in Q1 2018. 2,326 funds tracked by Wall St. Rank hold SCHW as of Q4 2025.
- Laffer Tengler Investments reported no remaining Charles Schwab position as of Q4 2025 after selling out during the quarter.
- Laffer Tengler Investments sold 4,202 Charles Schwab shares in Q4 2025, an estimated $401K.
- Laffer Tengler Investments first reported a position in Charles Schwab in Q4 2016 and held it in 31 quarters.
- Laffer Tengler Investments's Charles Schwab position peaked at $2.91M in Q1 2018.
- 2,326 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2025.
Based on Laffer Tengler Investments's 13F filing for Q4 2025, filed 12 Feb 2026.