TGY2IT
SCHW

Timothy G. Youngquist 2020 Irrevocable Trust’s Charles Schwab SCHW Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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 		– Sell
-589
Closed -$55.4K – 417
2026
Q1 		$55.4K Buy
+589
New +$57.8K 0.02% 209

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's SCHW Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Charles Schwab (SCHW) in Q2 2026, closing a stake of 589 shares — an estimated $55.4K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in SCHW in Q1 2026 and held it in 1 quarter. The position peaked at $55.4K in Q1 2026. 1,397 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Charles Schwab position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 589 Charles Schwab shares in Q2 2026, an estimated $55.4K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Charles Schwab in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Charles Schwab position peaked at $55.4K in Q1 2026.
  • 1,397 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.