MWA
SCHW

Medallion Wealth Advisors’s Charles Schwab SCHW Stock Holding History

Medallion 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 		$180K Sell
1,957
-246
-11% -$22.4K 0.06% 252
2026
Q1 		$207K Buy
2,203
+3
+0.1% +$294 0.07% 244
2025
Q4 		$220K Buy
2,200
+3
+0.1% +$285 0.07% 230
2025
Q3 		$210K Sell
2,197
-13
-0.6% -$1.23K 0.07% 226
2025
Q2 		$202K Buy
2,210
+30
+1% +$2.51K 0.08% 227
2025
Q1 		$170K Buy
2,180
+919
+73% +$72.1K 0.08% 222
2024
Q4 		$95.2K Buy
+1,261
New +$94.4K 0.05% 308

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Medallion Wealth Advisors reduced its Charles Schwab (SCHW) stake by 11% in Q2 2026, selling an estimated $22.4K and leaving 1,957 shares worth $180K. The position accounts for 0.06% of the portfolio, ranked #252.

Medallion Wealth Advisors first reported a position in SCHW in Q4 2024 and has held it in 7 quarters since. The position peaked at $220K in Q4 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Medallion Wealth Advisors held 1,957 shares of Charles Schwab worth $180K as of Q2 2026.
  • Medallion Wealth Advisors sold 246 Charles Schwab shares in Q2 2026, an estimated $22.4K.
  • Charles Schwab made up 0.06% of Medallion Wealth Advisors's portfolio in Q2 2026, its #252 holding.
  • Medallion Wealth Advisors first reported a position in Charles Schwab in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Charles Schwab position peaked at $220K in Q4 2025.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.