Meeder Advisory Services’s Charles Schwab SCHW Stock Holding History

Meeder Advisory Services’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 Q1	$3.2M	Buy	34,035 +1,811	+6%	+$178K	0.13%	105
2025 Q4	$3.22M	Buy	32,224 +2,025	+7%	+$192K	0.14%	104
2025 Q3	$2.88M	Buy	30,199 +2,918	+11%	+$277K	0.13%	112
2025 Q2	$2.49M	Buy	27,281 +4,044	+17%	+$339K	0.13%	126
2025 Q1	$1.82M	Buy	23,237 +1,998	+9%	+$157K	0.11%	150
2024 Q4	$1.57M	Buy	21,239 +39	+0.2%	+$2.92K	0.1%	158
2024 Q3	$1.37M	Sell	21,200 -1,091	-5%	-$71.7K	0.09%	183
2024 Q2	$1.64M	Buy	22,291 +6,411	+40%	+$474K	0.12%	145
2024 Q1	$1.15M	Buy	15,880 +2,108	+15%	+$139K	0.12%	155
2023 Q4	$948K	Buy	13,772 +220	+2%	+$12.7K	0.11%	161
2023 Q3	$744K	Sell	13,552 -2,179	-14%	-$132K	0.09%	178
2023 Q2	$892K	Sell	15,731 -5,469	-26%	-$286K	0.1%	181
2023 Q1	$1.11M	Sell	21,200 -1,515	-7%	-$111K	0.13%	134
2022 Q4	$1.89M	Buy	+22,715	New	+$1.76M	0.24%	79

Other funds holding SCHW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Meeder Advisory Services's SCHW Position: Q1 2026 in Review

Meeder Advisory Services increased its Charles Schwab (SCHW) stake by 5.6% in Q1 2026, buying an estimated $178K and bringing the position to 34,035 shares worth $3.2M. The position accounts for 0.13% of the portfolio, ranked #105.

Meeder Advisory Services first reported a position in SCHW in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.22M in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Meeder Advisory Services held 34,035 shares of Charles Schwab worth $3.2M as of Q1 2026.
Meeder Advisory Services bought 1,811 Charles Schwab shares in Q1 2026, an estimated $178K.
Charles Schwab made up 0.13% of Meeder Advisory Services's portfolio in Q1 2026, its #105 holding.
Meeder Advisory Services first reported a position in Charles Schwab in Q4 2022 and has held it in 14 quarters since.
Meeder Advisory Services's Charles Schwab position peaked at $3.22M in Q4 2025.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.