Level Four Advisory Services’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHW
Level Four Advisory Services's SCHW Position: Q2 2026 in Review
Level Four Advisory Services increased its Charles Schwab (SCHW) stake by 23% in Q2 2026, buying an estimated $127K and bringing the position to 7,365 shares worth $680K. The position accounts for 0.02% of the portfolio, ranked #530.
Level Four Advisory Services first reported a position in SCHW in Q1 2018 and has held it in 17 quarters since. 2,311 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.
- Level Four Advisory Services held 7,365 shares of Charles Schwab worth $680K as of Q2 2026.
- Level Four Advisory Services bought 1,391 Charles Schwab shares in Q2 2026, an estimated $127K.
- Charles Schwab made up 0.02% of Level Four Advisory Services's portfolio in Q2 2026, its #530 holding.
- Level Four Advisory Services first reported a position in Charles Schwab in Q1 2018 and has held it in 17 quarters since.
- 2,311 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.
Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.