Level Four Advisory Services’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHW
VCM
VPM
Level Four Advisory Services's SCHW Position: Q1 2026 in Review
Level Four Advisory Services increased its Charles Schwab (SCHW) stake by 36% in Q1 2026, buying an estimated $155K and bringing the position to 5,974 shares worth $561K. The position accounts for 0.02% of the portfolio, ranked #556.
Level Four Advisory Services first reported a position in SCHW in Q1 2018 and has held it in 16 quarters since. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.
- Level Four Advisory Services held 5,974 shares of Charles Schwab worth $561K as of Q1 2026.
- Level Four Advisory Services bought 1,582 Charles Schwab shares in Q1 2026, an estimated $155K.
- Charles Schwab made up 0.02% of Level Four Advisory Services's portfolio in Q1 2026, its #556 holding.
- Level Four Advisory Services first reported a position in Charles Schwab in Q1 2018 and has held it in 16 quarters since.
- 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.
Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.