Martel Wealth Advisors’s Charles Schwab SCHW Stock Holding History

Martel Wealth Advisors’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	-3,000	Closed	-$282K	–	73
2026 Q1	$282K	Hold	3,000	–	–	0.05%	63
2025 Q4	$300K	Hold	3,000	–	–	0.05%	57
2025 Q3	$286K	Hold	3,000	–	–	0.05%	58
2025 Q2	$274K	Hold	3,000	–	–	0.05%	59
2025 Q1	$235K	Hold	3,000	–	–	0.05%	65
2024 Q4	$222K	Buy	+3,000	New	+$224K	0.04%	67

Other funds holding SCHW

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CIPU

Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Martel Wealth Advisors's SCHW Position: Q2 2026 in Review

Martel Wealth Advisors sold out of Charles Schwab (SCHW) in Q2 2026, closing a stake of 3,000 shares — an estimated $282K sold.

Martel Wealth Advisors first reported a position in SCHW in Q4 2024 and held it in 6 quarters. The position peaked at $300K in Q4 2025. 384 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Martel Wealth Advisors reported no remaining Charles Schwab position as of Q2 2026 after selling out during the quarter.
Martel Wealth Advisors sold 3,000 Charles Schwab shares in Q2 2026, an estimated $282K.
Martel Wealth Advisors first reported a position in Charles Schwab in Q4 2024 and held it in 6 quarters.
Martel Wealth Advisors's Charles Schwab position peaked at $300K in Q4 2025.
384 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Martel Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.